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Steward Partners Investment Advisory’s Shift4 FOUR Stock Holding History

Steward Partners Investment Advisory’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 		$61.8K Sell
1,270
-605
-32% -$26.2K ﹤0.01% 2825
2026
Q1 		$82K Buy
1,875
+296
+19% +$16.3K ﹤0.01% 2489
2025
Q4 		$99.4K Sell
1,579
-297
-16% -$21K ﹤0.01% 2299
2025
Q3 		$145K Sell
1,876
-18,022
-91% -$1.68M ﹤0.01% 2029
2025
Q2 		$1.97M Sell
19,898
-11,212
-36% -$977K 0.02% 727
2025
Q1 		$2.54M Buy
31,110
+29,143
+1,482% +$3M 0.02% 583
2024
Q4 		$204K Sell
1,967
-100
-5% -$9.93K ﹤0.01% 1600
2024
Q3 		$183K Sell
2,067
-73
-3% -$5.53K ﹤0.01% 1575
2024
Q2 		$157K Sell
2,140
-387
-15% -$25.7K ﹤0.01% 1560
2024
Q1 		$167K Buy
2,527
+1,000
+65% +$75.2K ﹤0.01% 1518
2023
Q4 		$114K Sell
1,527
-225
-13% -$13.4K ﹤0.01% 1625
2023
Q3 		$97K Hold
1,752
– – ﹤0.01% 1582
2023
Q2 		$119K Sell
1,752
-70
-4% -$4.59K ﹤0.01% 1502
2023
Q1 		$138K Buy
1,822
+70
+4% +$4.51K ﹤0.01% 1441
2022
Q4 		$98K Sell
1,752
-10
-0.6% -$473 ﹤0.01% 1561
2022
Q3 		$79K Sell
1,762
-355
-17% -$14.9K ﹤0.01% 1586
2022
Q2 		$70K Sell
2,117
-716
-25% -$33.8K ﹤0.01% 1639
2022
Q1 		$175K Sell
2,833
-205
-7% -$10.8K ﹤0.01% 1352
2021
Q4 		$176K Buy
3,038
+650
+27% +$41.3K ﹤0.01% 1364
2021
Q3 		$185K Buy
2,388
+128
+6% +$11K ﹤0.01% 1301
2021
Q2 		$212K Sell
2,260
-1,175
-34% -$111K ﹤0.01% 1493
2021
Q1 		$282K Sell
3,435
-70
-2% -$5.45K 0.01% 1123
2020
Q4 		$264K Buy
3,505
+2,130
+155% +$127K 0.01% 962
2020
Q3 		$67K Buy
+1,375
New +$61.1K ﹤0.01% 1376

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 $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 1-Year Est. Return

Steward Partners Investment Advisory's FOUR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Shift4 (FOUR) stake by 32% in Q2 2026, selling an estimated $26.2K and leaving 1,270 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2825.

Steward Partners Investment Advisory first reported a position in FOUR in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.54M in Q1 2025. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Steward Partners Investment Advisory held 1,270 shares of Shift4 worth $61.8K as of Q2 2026.
  • Steward Partners Investment Advisory sold 605 Shift4 shares in Q2 2026, an estimated $26.2K.
  • Shift4 made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2825 holding.
  • Steward Partners Investment Advisory first reported a position in Shift4 in Q3 2020 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's Shift4 position peaked at $2.54M in Q1 2025.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.