PFS
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Prospera Financial Services’s Shift4 FOUR Stock Holding History

Prospera Financial Services’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
-6,100
Closed -$472K – 1383
2025
Q3 		$472K Hold
6,100
– – 0.01% 955
2025
Q2 		$605K Hold
6,100
– – 0.01% 840
2025
Q1 		$498K Hold
6,100
– – 0.01% 782
2024
Q4 		$633K Hold
6,100
– – 0.01% 668
2024
Q3 		$540K Buy
6,100
+100
+2% +$7.58K 0.01% 698
2024
Q2 		$440K Sell
6,000
-32
-0.5% -$2.12K 0.01% 754
2024
Q1 		$399K Buy
6,032
+15
+0.2% +$1.13K 0.01% 782
2023
Q4 		$447K Sell
6,017
-196
-3% -$11.7K 0.01% 706
2023
Q3 		$344K Hold
6,213
– – 0.01% 747
2023
Q2 		$422K Hold
6,213
– – 0.02% 668
2023
Q1 		$471K Sell
6,213
-494
-7% -$31.8K 0.02% 635
2022
Q4 		$375K Buy
+6,707
New +$317K 0.02% 622
2022
Q2 		– Sell
-213
Closed -$13K – 1966
2022
Q1 		$13K Buy
+213
New +$11.2K ﹤0.01% 1916

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

Prospera Financial Services's FOUR Position: Q4 2025 in Review

Prospera Financial Services sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 6,100 shares — an estimated $472K sold.

Prospera Financial Services first reported a position in FOUR in Q1 2022 and held it in 13 quarters. The position peaked at $633K in Q4 2024. 402 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

  • Prospera Financial Services reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
  • Prospera Financial Services sold 6,100 Shift4 shares in Q4 2025, an estimated $472K.
  • Prospera Financial Services first reported a position in Shift4 in Q1 2022 and held it in 13 quarters.
  • Prospera Financial Services's Shift4 position peaked at $633K in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.