RWM
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Rialto Wealth Management’s Shift4 FOUR Stock Holding History

Rialto Wealth Management’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
-3
Closed -$233 – 1733
2025
Q3 		$233 Buy
3
+2
+200% +$186 ﹤0.01% 1466
2025
Q2 		$100 Buy
+1
New +$87 ﹤0.01% 1533

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.27B AUM 18.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Rialto Wealth Management's FOUR Position: Q4 2025 in Review

Rialto Wealth Management sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 3 shares — an estimated $233 sold.

Rialto Wealth Management first reported a position in FOUR in Q2 2025 and held it in 2 quarters. The position peaked at $233 in Q3 2025. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

  • Rialto Wealth Management reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 3 Shift4 shares in Q4 2025, an estimated $233.
  • Rialto Wealth Management first reported a position in Shift4 in Q2 2025 and held it in 2 quarters.
  • Rialto Wealth Management's Shift4 position peaked at $233 in Q3 2025.
  • 403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Rialto Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.