Rise Advisors’s Shift4 FOUR Stock Holding History

Rise 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
2025 Q4	–	Sell	-153	Closed	-$11.8K	–	600
2025 Q3	$11.8K	Hold	153	–	–	﹤0.01%	899
2025 Q2	$15.2K	Hold	153	–	–	0.01%	713
2025 Q1	$12.5K	Buy	+153	New	+$15.8K	0.01%	829

Other funds holding FOUR

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rise Advisors's FOUR Position: Q4 2025 in Review

Rise Advisors sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 153 shares — an estimated $11.8K sold.

Rise Advisors first reported a position in FOUR in Q1 2025 and held it in 3 quarters. The position peaked at $15.2K in Q2 2025. 402 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

Rise Advisors reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 153 Shift4 shares in Q4 2025, an estimated $11.8K.
Rise Advisors first reported a position in Shift4 in Q1 2025 and held it in 3 quarters.
Rise Advisors's Shift4 position peaked at $15.2K in Q2 2025.
402 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.