Private Management Group’s Shift4 FOUR Stock Holding History

Private Management 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 Q2	$35.8M	Buy	735,225 +280,983	+62%	+$12.1M	0.94%	33
2026 Q1	$19.9M	Buy	+454,242	New	+$25.1M	0.57%	75
2023 Q3	–	Sell	-28,509	Closed	-$1.94M	–	193
2023 Q2	$1.94M	Sell	28,509 -19,670	-41%	-$1.29M	0.08%	121
2023 Q1	$3.65M	Sell	48,179 -11,485	-19%	-$740K	0.16%	106
2022 Q4	$3.34M	Sell	59,664 -9,066	-13%	-$429K	0.15%	110
2022 Q3	$3.07M	Buy	68,730 +25,785	+60%	+$1.08M	0.14%	113
2022 Q2	$1.42M	Buy	+42,945	New	+$2.03M	0.06%	113

Other funds holding FOUR

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Private Management Group's FOUR Position: Q2 2026 in Review

Private Management Group increased its Shift4 (FOUR) stake by 62% in Q2 2026, buying an estimated $12.1M and bringing the position to 735,225 shares worth $35.8M. The position accounts for 0.94% of the portfolio, ranked #33.

Private Management Group first reported a position in FOUR in Q2 2022 and has held it in 7 quarters since. 358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

Private Management Group held 735,225 shares of Shift4 worth $35.8M as of Q2 2026.
Private Management Group bought 280,983 Shift4 shares in Q2 2026, an estimated $12.1M.
Shift4 made up 0.94% of Private Management Group's portfolio in Q2 2026, its #33 holding.
Private Management Group first reported a position in Shift4 in Q2 2022 and has held it in 7 quarters since.
358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.