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Provenance Wealth Advisors’s Shift4 FOUR Stock Holding History

Provenance Wealth Advisors’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 		$65.1K Hold
1,338
– – 0.01% 209
2026
Q1 		$58.5K Hold
1,338
– – 0.01% 193
2025
Q4 		$84.3K Hold
1,338
– – 0.01% 165
2025
Q3 		$104K Hold
1,338
– – 0.01% 163
2025
Q2 		$133K Buy
+1,338
New +$117K 0.02% 146

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
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
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Provenance Wealth Advisors's FOUR Position: Q2 2026 in Review

Provenance Wealth Advisors held its Shift4 (FOUR) position steady in Q2 2026 at 1,338 shares worth $65.1K. The position accounts for 0.01% of the portfolio, ranked #209.

Provenance Wealth Advisors first reported a position in FOUR in Q2 2025 and has held it in 5 quarters since. The position peaked at $133K in Q2 2025. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Provenance Wealth Advisors held 1,338 shares of Shift4 worth $65.1K as of Q2 2026.
  • Provenance Wealth Advisors left its Shift4 share count unchanged in Q2 2026.
  • Shift4 made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #209 holding.
  • Provenance Wealth Advisors first reported a position in Shift4 in Q2 2025 and has held it in 5 quarters since.
  • Provenance Wealth Advisors's Shift4 position peaked at $133K in Q2 2025.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.