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Root Financial Partners’s Shift4 FOUR Stock Holding History

Root Financial Partners’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 		– Sell
-1,750
Closed -$76.5K – 1421
2026
Q1 		$76.5K Buy
1,750
+1,749
+174,900% +$96.5K ﹤0.01% 681
2025
Q4 		$63 Sell
1
-63
-98% -$4.45K ﹤0.01% 2361
2025
Q3 		$4.95K Buy
+64
New +$5.95K ﹤0.01% 1729

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

Root Financial Partners's FOUR Position: Q2 2026 in Review

Root Financial Partners sold out of Shift4 (FOUR) in Q2 2026, closing a stake of 1,750 shares — an estimated $76.5K sold.

Root Financial Partners first reported a position in FOUR in Q3 2025 and held it in 3 quarters. The position peaked at $76.5K in Q1 2026. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Root Financial Partners reported no remaining Shift4 position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,750 Shift4 shares in Q2 2026, an estimated $76.5K.
  • Root Financial Partners first reported a position in Shift4 in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Shift4 position peaked at $76.5K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.