PTC
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Private Trust Company’s Shift4 FOUR Stock Holding History

Private Trust Company’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
-39
Closed -$3.02K – 2580
2025
Q3 		$3.02K Hold
39
– – ﹤0.01% 2275
2025
Q2 		$3.87K Hold
39
– – ﹤0.01% 2143
2025
Q1 		$3.19K Buy
+39
New +$4.02K ﹤0.01% 2177

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.27B AUM 18.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Private Trust Company's FOUR Position: Q4 2025 in Review

Private Trust Company sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 39 shares — an estimated $3.02K sold.

Private Trust Company first reported a position in FOUR in Q1 2025 and held it in 3 quarters. The position peaked at $3.87K in Q2 2025. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

  • Private Trust Company reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
  • Private Trust Company sold 39 Shift4 shares in Q4 2025, an estimated $3.02K.
  • Private Trust Company first reported a position in Shift4 in Q1 2025 and held it in 3 quarters.
  • Private Trust Company's Shift4 position peaked at $3.87K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Private Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.