Salomon & Ludwin’s Shift4 FOUR Stock Holding History

Salomon & Ludwin’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	–	Sell	-21	Closed	-$1.03K	–	1737
2026 Q2	$1.03K	Buy	+21	New	+$908	﹤0.01%	2023
2025 Q4	–	Sell	-43	Closed	-$3.3K	–	2167
2025 Q3	$3.3K	Buy	+43	New	+$4K	﹤0.01%	1874

Other funds holding FOUR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LB Partners Charlottesville, Virginia $154M AUM 45.37% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Salomon & Ludwin's FOUR Position: Q3 2026 in Review

Salomon & Ludwin sold out of Shift4 (FOUR) in Q3 2026, closing a stake of 21 shares — an estimated $1.03K sold.

Salomon & Ludwin first reported a position in FOUR in Q3 2025 and held it in 2 quarters. The position peaked at $3.3K in Q3 2025. 147 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

Salomon & Ludwin reported no remaining Shift4 position as of Q3 2026 after selling out during the quarter.
Salomon & Ludwin sold 21 Shift4 shares in Q3 2026, an estimated $1.03K.
Salomon & Ludwin first reported a position in Shift4 in Q3 2025 and held it in 2 quarters.
Salomon & Ludwin's Shift4 position peaked at $3.3K in Q3 2025.
147 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.