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Summit Trail Advisors’s Shift4 FOUR Stock Holding History

Summit Trail Advisors’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 		$721K Sell
14,824
-4,150
-22% -$179K 0.01% 1104
2026
Q1 		$830K Buy
18,974
+2,936
+18% +$162K 0.01% 998
2025
Q4 		$1.01M Buy
16,038
+3,343
+26% +$236K 0.02% 808
2025
Q3 		$983K Buy
12,695
+10,337
+438% +$961K 0.01% 846
2025
Q2 		$234K Buy
+2,358
New +$206K ﹤0.01% 1006
2025
Q1 		– Sell
-2,700
Closed -$280K – 440
2024
Q4 		$280K Sell
2,700
-9
-0.3% -$893 0.01% 306
2024
Q3 		$240K Buy
+2,709
New +$205K 0.01% 619

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

Summit Trail Advisors's FOUR Position: Q2 2026 in Review

Summit Trail Advisors reduced its Shift4 (FOUR) stake by 22% in Q2 2026, selling an estimated $179K and leaving 14,824 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #1104.

Summit Trail Advisors first reported a position in FOUR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2025. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Summit Trail Advisors held 14,824 shares of Shift4 worth $721K as of Q2 2026.
  • Summit Trail Advisors sold 4,150 Shift4 shares in Q2 2026, an estimated $179K.
  • Shift4 made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1104 holding.
  • Summit Trail Advisors first reported a position in Shift4 in Q3 2024 and has held it in 7 quarters since.
  • Summit Trail Advisors's Shift4 position peaked at $1.01M in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.