Rockefeller Capital Management
FOUR icon

Rockefeller Capital Management’s Shift4 FOUR Stock Holding History

Rockefeller Capital 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
2026
Q2 		$558K Buy
11,463
+1,583
+16% +$68.4K ﹤0.01% 2028
2026
Q1 		$432K Buy
9,880
+7,660
+345% +$423K ﹤0.01% 2057
2025
Q4 		$140K Sell
2,220
-1,144
-34% -$80.8K ﹤0.01% 2543
2025
Q3 		$260K Buy
+3,364
New +$313K ﹤0.01% 2089
2024
Q3 		– Sell
-12,006
Closed -$881K – 1636
2024
Q2 		$881K Buy
+12,006
New +$796K ﹤0.01% 1254
2023
Q1 		– Sell
-1,928
Closed -$107K – 2668
2022
Q4 		$107K Buy
+1,928
New +$91.1K ﹤0.01% 1994
2022
Q3 		– Sell
-517
Closed -$17K – 4033
2022
Q2 		$17K Buy
517
+351
+211% +$16.6K ﹤0.01% 2827
2022
Q1 		$10K Buy
166
+61
+58% +$3.22K ﹤0.01% 3034
2021
Q4 		$6K Hold
105
– – ﹤0.01% 3198
2021
Q3 		$8K Hold
105
– – ﹤0.01% 2988
2021
Q2 		$9K Hold
105
– – ﹤0.01% 2813
2021
Q1 		$8K Hold
105
– – ﹤0.01% 2683
2020
Q4 		$7K Buy
+105
New +$6.28K ﹤0.01% 2332

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rockefeller Capital Management's FOUR Position: Q2 2026 in Review

Rockefeller Capital Management increased its Shift4 (FOUR) stake by 16% in Q2 2026, buying an estimated $68.4K and bringing the position to 11,463 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Rockefeller Capital Management first reported a position in FOUR in Q4 2020 and has held it in 13 quarters since. The position peaked at $881K in Q2 2024. 358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Rockefeller Capital Management held 11,463 shares of Shift4 worth $558K as of Q2 2026.
  • Rockefeller Capital Management bought 1,583 Shift4 shares in Q2 2026, an estimated $68.4K.
  • Shift4 made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2028 holding.
  • Rockefeller Capital Management first reported a position in Shift4 in Q4 2020 and has held it in 13 quarters since.
  • Rockefeller Capital Management's Shift4 position peaked at $881K in Q2 2024.
  • 358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.