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
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 $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM