Stifel Financial
FOUR icon

Stifel Financial’s Shift4 FOUR Stock Holding History

Stifel Financial’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 		$2.03M Sell
41,668
-2,311
-5% -$99.9K ﹤0.01% 2065
2026
Q1 		$1.92M Sell
43,979
-826
-2% -$45.6K ﹤0.01% 1991
2025
Q4 		$2.82M Sell
44,805
-1,006
-2% -$71.1K ﹤0.01% 1696
2025
Q3 		$3.55M Sell
45,811
-1,768
-4% -$164K ﹤0.01% 1496
2025
Q2 		$4.72M Buy
47,579
+187
+0.4% +$16.3K ﹤0.01% 1284
2025
Q1 		$3.87M Sell
47,392
-7,126
-13% -$734K ﹤0.01% 1331
2024
Q4 		$5.66M Sell
54,518
-2,376
-4% -$236K 0.01% 1142
2024
Q3 		$5.04M Buy
56,894
+7,117
+14% +$539K 0.01% 1201
2024
Q2 		$3.65M Sell
49,777
-3,295
-6% -$218K ﹤0.01% 1315
2024
Q1 		$3.51M Buy
53,072
+3,180
+6% +$239K ﹤0.01% 1342
2023
Q4 		$3.71M Sell
49,892
-1,483
-3% -$88.5K ﹤0.01% 1279
2023
Q3 		$2.84M Sell
51,375
-1,978
-4% -$121K ﹤0.01% 1360
2023
Q2 		$3.62M Sell
53,353
-263
-0.5% -$17.2K 0.01% 1242
2023
Q1 		$4.06M Buy
53,616
+1,468
+3% +$94.5K 0.01% 1137
2022
Q4 		$2.92M Buy
52,148
+47,673
+1,065% +$2.25M ﹤0.01% 1274
2022
Q3 		$200K Sell
4,475
-1,744
-28% -$73.3K ﹤0.01% 2954
2022
Q2 		$206K Sell
6,219
-515
-8% -$24.3K ﹤0.01% 2981
2022
Q1 		$417K Sell
6,734
-1,528
-18% -$80.6K ﹤0.01% 2673
2021
Q4 		$479K Sell
8,262
-7,198
-47% -$457K ﹤0.01% 2610
2021
Q3 		$1.2M Sell
15,460
-3,094
-17% -$267K ﹤0.01% 1944
2021
Q2 		$1.74M Sell
18,554
-6,034
-25% -$570K ﹤0.01% 1709
2021
Q1 		$2.02M Buy
24,588
+10,587
+76% +$824K ﹤0.01% 1512
2020
Q4 		$1.06M Buy
+14,001
New +$837K ﹤0.01% 1801

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

Stifel Financial's FOUR Position: Q2 2026 in Review

Stifel Financial reduced its Shift4 (FOUR) stake by 5.3% in Q2 2026, selling an estimated $99.9K and leaving 41,668 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

Stifel Financial first reported a position in FOUR in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.66M in Q4 2024. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Stifel Financial held 41,668 shares of Shift4 worth $2.03M as of Q2 2026.
  • Stifel Financial sold 2,311 Shift4 shares in Q2 2026, an estimated $99.9K.
  • Shift4 made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2065 holding.
  • Stifel Financial first reported a position in Shift4 in Q4 2020 and has held it in 23 quarters since.
  • Stifel Financial's Shift4 position peaked at $5.66M in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.