PWA
FOUR icon

Principia Wealth Advisory’s Shift4 FOUR Stock Holding History

Principia Wealth Advisory’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 		$126 Buy
+2
New +$141 ﹤0.01% 956

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

Principia Wealth Advisory's FOUR Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in Shift4 (FOUR) in Q4 2025: 2 shares worth $126. The stake represents ﹤0.01% of the portfolio and ranks #956 among its holdings.

402 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

  • Principia Wealth Advisory held 2 shares of Shift4 worth $126 as of Q4 2025.
  • Shift4 was a new Principia Wealth Advisory position in Q4 2025.
  • Shift4 made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #956 holding.
  • 402 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.