SAM
FOUR icon

Smartleaf Asset Management’s Shift4 FOUR Stock Holding History

Smartleaf Asset 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 		$6.63K Sell
152
-166
-52% -$9.16K ﹤0.01% 2534
2025
Q4 		$20.5K Buy
318
+25
+9% +$1.77K ﹤0.01% 2019
2025
Q3 		$23.2K Buy
293
+53
+22% +$4.93K ﹤0.01% 1754
2025
Q2 		$23.6K Buy
240
+96
+67% +$8.37K ﹤0.01% 1482
2025
Q1 		$12.2K Buy
144
+11
+8% +$1.13K ﹤0.01% 1851
2024
Q4 		$13.9K Sell
133
-20
-13% -$1.99K ﹤0.01% 1852
2024
Q3 		$13.4K Buy
153
+141
+1,175% +$10.7K ﹤0.01% 1580
2024
Q2 		$879 Hold
12
– – ﹤0.01% 2446
2024
Q1 		$787 Buy
+12
New +$903 ﹤0.01% 1666

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $666B 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

Smartleaf Asset Management's FOUR Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Shift4 (FOUR) stake by 52% in Q1 2026, selling an estimated $9.16K and leaving 152 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2534.

Smartleaf Asset Management first reported a position in FOUR in Q1 2024 and has held it in 9 quarters since. The position peaked at $23.6K in Q2 2025. 352 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Smartleaf Asset Management held 152 shares of Shift4 worth $6.63K as of Q1 2026.
  • Smartleaf Asset Management sold 166 Shift4 shares in Q1 2026, an estimated $9.16K.
  • Shift4 made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2534 holding.
  • Smartleaf Asset Management first reported a position in Shift4 in Q1 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Shift4 position peaked at $23.6K in Q2 2025.
  • 352 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.