PS
FOUR icon

Principal Securities’s Shift4 FOUR Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-335
Closed -$25.9K – 2131
2025
Q3 		$25.9K Sell
335
-18
-5% -$1.67K ﹤0.01% 2280
2025
Q2 		$35K Sell
353
-53
-13% -$4.62K ﹤0.01% 2049
2025
Q1 		$42.1K Hold
406
– – ﹤0.01% 1828
2024
Q4 		$42.1K Buy
406
+5
+1% +$496 ﹤0.01% 1825
2024
Q3 		$35.5K Sell
401
-203
-34% -$15.4K ﹤0.01% 1842
2024
Q2 		$44.3K Buy
604
+253
+72% +$16.8K ﹤0.01% 1673
2024
Q1 		$23.2K Buy
351
+290
+475% +$21.8K ﹤0.01% 1930
2023
Q4 		$4.54K Buy
+61
New +$3.64K ﹤0.01% 2563

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Securities's FOUR Position: Q4 2025 in Review

Principal Securities sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 335 shares — an estimated $25.9K sold.

Principal Securities first reported a position in FOUR in Q4 2023 and held it in 8 quarters. The position peaked at $44.3K in Q2 2024. 402 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

  • Principal Securities reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 335 Shift4 shares in Q4 2025, an estimated $25.9K.
  • Principal Securities first reported a position in Shift4 in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Shift4 position peaked at $44.3K in Q2 2024.
  • 402 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.