Retirement Wealth Solutions
FOUR icon

Retirement Wealth Solutions’s Shift4 FOUR Stock Holding History

Retirement Wealth Solutions’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
Q3 		$760 Buy
21
+6
+40% +$277 ﹤0.01% 793
2026
Q2 		$730 Buy
15
+10
+200% +$432 ﹤0.01% 699
2026
Q1 		$219 Sell
5
-13
-72% -$718 ﹤0.01% 777
2025
Q4 		$1.13K Buy
+18
New +$1.27K ﹤0.01% 556

Other funds holding FOUR

Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Retirement Wealth Solutions's FOUR Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Shift4 (FOUR) stake by 40% in Q3 2026, buying an estimated $277 and bringing the position to 21 shares worth $760. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Retirement Wealth Solutions first reported a position in FOUR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.13K in Q4 2025. 46 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • Retirement Wealth Solutions held 21 shares of Shift4 worth $760 as of Q3 2026.
  • Retirement Wealth Solutions bought 6 Shift4 shares in Q3 2026, an estimated $277.
  • Shift4 made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #793 holding.
  • Retirement Wealth Solutions first reported a position in Shift4 in Q4 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Shift4 position peaked at $1.13K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.