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FOUR icon

Summit Securities Group’s Shift4 FOUR Stock Holding History

Summit Securities Group’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
2025
Q2 		– Sell
-500
Closed -$40.9K – 1191
2025
Q1 		$40.9K Buy
+500
New +$51.5K 0.01% 353
2024
Q3 		– Sell
-500
Closed -$37K – 680
2024
Q2 		$37K Sell
500
-1,000
-67% -$66.3K 0.01% 324
2024
Q1 		$99K Hold
1,500
– – 0.02% 201
2023
Q4 		$112K Buy
+1,500
New +$89.5K 0.01% 317
2022
Q2 		– Sell
-34
Closed -$2K – 1043
2022
Q1 		$2K Buy
+34
New +$1.79K ﹤0.01% 1038

Other funds holding FOUR

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Summit Securities Group's FOUR Position: Q2 2025 in Review

Summit Securities Group sold out of Shift4 (FOUR) in Q2 2025, closing a stake of 500 shares — an estimated $40.9K sold.

Summit Securities Group first reported a position in FOUR in Q1 2022 and held it in 5 quarters. The position peaked at $112K in Q4 2023. 458 funds tracked by Wall St. Rank hold FOUR as of Q2 2025.

  • Summit Securities Group reported no remaining Shift4 position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 500 Shift4 shares in Q2 2025, an estimated $40.9K.
  • Summit Securities Group first reported a position in Shift4 in Q1 2022 and held it in 5 quarters.
  • Summit Securities Group's Shift4 position peaked at $112K in Q4 2023.
  • 458 funds tracked by Wall St. Rank held Shift4 as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.