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
Q3 		$4.65M Sell
128,458
-4,593
-3% -$212K ﹤0.01% 1697
2026
Q2 		$6.47M Sell
133,051
-18,903
-12% -$817K ﹤0.01% 1584
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $154M AUM 45.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Principal Financial Group's FOUR Position: Q3 2026 in Review

Principal Financial Group reduced its Shift4 (FOUR) stake by 3.5% in Q3 2026, selling an estimated $212K and leaving 128,458 shares worth $4.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Principal Financial Group first reported a position in FOUR in Q2 2021 and has held it in 22 quarters since. The position peaked at $16.5M in Q4 2024. 134 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • Principal Financial Group held 128,458 shares of Shift4 worth $4.65M as of Q3 2026.
  • Principal Financial Group sold 4,593 Shift4 shares in Q3 2026, an estimated $212K.
  • Shift4 made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #1697 holding.
  • Principal Financial Group first reported a position in Shift4 in Q2 2021 and has held it in 22 quarters since.
  • Principal Financial Group's Shift4 position peaked at $16.5M in Q4 2024.
  • 134 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.