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	-800	Closed	-$65.4K	–	1190
2025 Q1	$65.4K	Buy	+800	New	+$82.4K	0.01%	279

Other funds holding FOUR

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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.