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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
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Retirement Wealth Solutions's FOUR Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Shift4 (FOUR) stake by 200% in Q2 2026, buying an estimated $432 and bringing the position to 15 shares worth $730. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Retirement Wealth Solutions first reported a position in FOUR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13K in Q4 2025. 24 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Retirement Wealth Solutions held 15 shares of Shift4 worth $730 as of Q2 2026.
  • Retirement Wealth Solutions bought 10 Shift4 shares in Q2 2026, an estimated $432.
  • Shift4 made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #699 holding.
  • Retirement Wealth Solutions first reported a position in Shift4 in Q4 2025 and has held it in 3 quarters since.
  • Retirement Wealth Solutions's Shift4 position peaked at $1.13K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.