Retirement Planning Company of New England’s Shift4 FOUR Stock Holding History

Retirement Planning Company of New England’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	$454K	Buy	9,327 +3,510	+60%	+$152K	0.16%	151
2026 Q1	$254K	Buy	5,817 +95	+2%	+$5.24K	0.1%	211
2025 Q4	$360K	Sell	5,722 -686	-11%	-$48.5K	0.14%	165
2025 Q3	$496K	Sell	6,408 -15	-0.2%	-$1.39K	0.2%	131
2025 Q2	$637K	Buy	6,423 +45	+0.7%	+$3.92K	0.28%	103
2025 Q1	$521K	Buy	6,378 +393	+7%	+$40.5K	0.26%	115
2024 Q4	$621K	Sell	5,985 -25	-0.4%	-$2.48K	0.3%	101
2024 Q3	$532K	Buy	6,010 +975	+19%	+$73.9K	0.27%	112
2024 Q2	$369K	Buy	+5,035	New	+$334K	0.2%	138

Other funds holding FOUR

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

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

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Maestria Partners Atlanta, Georgia $288M AUM 13.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Retirement Planning Company of New England's FOUR Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Shift4 (FOUR) stake by 60% in Q2 2026, buying an estimated $152K and bringing the position to 9,327 shares worth $454K. The position accounts for 0.16% of the portfolio, ranked #151.

Retirement Planning Company of New England first reported a position in FOUR in Q2 2024 and has held it in 9 quarters since. The position peaked at $637K in Q2 2025. 180 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

Retirement Planning Company of New England held 9,327 shares of Shift4 worth $454K as of Q2 2026.
Retirement Planning Company of New England bought 3,510 Shift4 shares in Q2 2026, an estimated $152K.
Shift4 made up 0.16% of Retirement Planning Company of New England's portfolio in Q2 2026, its #151 holding.
Retirement Planning Company of New England first reported a position in Shift4 in Q2 2024 and has held it in 9 quarters since.
Retirement Planning Company of New England's Shift4 position peaked at $637K in Q2 2025.
180 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.