SAM
FOUR icon

S.A. Mason’s Shift4 FOUR Stock Holding History

S.A. Mason’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
-6,952
Closed -$304K – 286
2026
Q1 		$304K Buy
6,952
+700
+11% +$38.6K 0.11% 163
2025
Q4 		$394K Buy
6,252
+500
+9% +$35.3K 0.16% 130
2025
Q3 		$445K Buy
5,752
+375
+7% +$34.9K 0.2% 113
2025
Q2 		$533K Buy
5,377
+102
+2% +$8.89K 0.26% 87
2025
Q1 		$431K Buy
5,275
+175
+3% +$18K 0.23% 106
2024
Q4 		$529K Hold
5,100
– – 0.28% 83
2024
Q3 		$452K Hold
5,100
– – 0.24% 100
2024
Q2 		$374K Buy
+5,100
New +$338K 0.21% 109

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

S.A. Mason's FOUR Position: Q2 2026 in Review

S.A. Mason sold out of Shift4 (FOUR) in Q2 2026, closing a stake of 6,952 shares — an estimated $304K sold.

S.A. Mason first reported a position in FOUR in Q2 2024 and held it in 8 quarters. The position peaked at $533K in Q2 2025. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • S.A. Mason reported no remaining Shift4 position as of Q2 2026 after selling out during the quarter.
  • S.A. Mason sold 6,952 Shift4 shares in Q2 2026, an estimated $304K.
  • S.A. Mason first reported a position in Shift4 in Q2 2024 and held it in 8 quarters.
  • S.A. Mason's Shift4 position peaked at $533K in Q2 2025.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.