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
Q3 		$1.43M Sell
39,642
-2,026
-5% -$93.4K ﹤0.01% 2315
2026
Q2 		$2.03M Sell
41,668
-2,311
-5% -$100K ﹤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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Spyglass Capital Management
Spyglass Capital Management San Francisco, California $1.71B AUM 1.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Stifel Financial's FOUR Position: Q3 2026 in Review

Stifel Financial reduced its Shift4 (FOUR) stake by 4.9% in Q3 2026, selling an estimated $93.4K and leaving 39,642 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

Stifel Financial first reported a position in FOUR in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.66M in Q4 2024. 260 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • Stifel Financial held 39,642 shares of Shift4 worth $1.43M as of Q3 2026.
  • Stifel Financial sold 2,026 Shift4 shares in Q3 2026, an estimated $93.4K.
  • Shift4 made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #2315 holding.
  • Stifel Financial first reported a position in Shift4 in Q4 2020 and has held it in 24 quarters since.
  • Stifel Financial's Shift4 position peaked at $5.66M in Q4 2024.
  • 260 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.