Principal Financial Group
FOUR icon

Principal Financial Group’s Shift4 FOUR Stock Holding History

Principal Financial Group’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.64M Buy
151,954
+7,214
+5% +$398K ﹤0.01% 1523
2025
Q4 		$9.11M Sell
144,740
-4,212
-3% -$298K ﹤0.01% 1359
2025
Q3 		$11.5M Sell
148,952
-4,615
-3% -$429K 0.01% 1207
2025
Q2 		$15.2M Sell
153,567
-5,212
-3% -$454K 0.01% 1013
2025
Q1 		$13M Sell
158,779
-219
-0.1% -$22.6K 0.01% 1116
2024
Q4 		$16.5M Buy
158,998
+153,793
+2,955% +$15.3M 0.01% 982
2024
Q3 		$461K Sell
5,205
-31
-0.6% -$2.35K ﹤0.01% 1972
2024
Q2 		$384K Sell
5,236
-152
-3% -$10.1K ﹤0.01% 2013
2024
Q1 		$356K Sell
5,388
-353
-6% -$26.6K ﹤0.01% 2058
2023
Q4 		$427K Sell
5,741
-985
-15% -$58.8K ﹤0.01% 1987
2023
Q3 		$372K Buy
6,726
+233
+4% +$14.2K ﹤0.01% 2007
2023
Q2 		$441K Buy
6,493
+1,094
+20% +$71.7K ﹤0.01% 1983
2023
Q1 		$409K Sell
5,399
-1,185
-18% -$76.3K ﹤0.01% 2018
2022
Q4 		$368K Buy
6,584
+575
+10% +$27.2K ﹤0.01% 2051
2022
Q3 		$268K Sell
6,009
-1,214
-17% -$51K ﹤0.01% 2113
2022
Q2 		$239K Buy
7,223
+2,846
+65% +$134K ﹤0.01% 2245
2022
Q1 		$271K Sell
4,377
-416
-9% -$21.9K ﹤0.01% 2264
2021
Q4 		$278K Buy
4,793
+199
+4% +$12.6K ﹤0.01% 2265
2021
Q3 		$356K Sell
4,594
-82
-2% -$7.07K ﹤0.01% 2261
2021
Q2 		$438K Buy
+4,676
New +$441K ﹤0.01% 2246

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM