Root Financial Partners
FOUR icon

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
Q3 		$217 Buy
+6
New +$277 ﹤0.01% 3485
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Spyglass Capital Management
Spyglass Capital Management San Francisco, California $1.71B AUM 1.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Root Financial Partners's FOUR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Shift4 (FOUR) in Q3 2026: 6 shares worth $217. The stake represents ﹤0.01% of the portfolio and ranks #3485 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FOUR as recently as Q1 2026.

Root Financial Partners first reported a position in FOUR in Q3 2025 and has held it in 4 quarters since. The position peaked at $76.5K in Q1 2026. 260 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • Root Financial Partners held 6 shares of Shift4 worth $217 as of Q3 2026.
  • Shift4 was a new Root Financial Partners position in Q3 2026.
  • Shift4 made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3485 holding.
  • Root Financial Partners first reported a position in Shift4 in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Shift4 position peaked at $76.5K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.