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TD Private Client Wealth’s Shift4 FOUR Stock Holding History

TD Private Client Wealth’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 		– Sell
-3
Closed -$131 – 1725
2026
Q1 		$131 Sell
3
-12
-80% -$662 ﹤0.01% 1613
2025
Q4 		$945 Sell
15
-4
-21% -$283 ﹤0.01% 1373
2025
Q3 		$1.47K Buy
19
+8
+73% +$744 ﹤0.01% 1283
2025
Q2 		$1.09K Sell
11
-42
-79% -$3.66K ﹤0.01% 1285
2025
Q1 		$4.33K Buy
53
+42
+382% +$4.33K ﹤0.01% 1099
2024
Q4 		$1.14K Hold
11
– – ﹤0.01% 1247
2024
Q3 		$975 Hold
11
– – ﹤0.01% 1235
2024
Q2 		$807 Hold
11
– – ﹤0.01% 1179
2024
Q1 		$727 Buy
+11
New +$827 ﹤0.01% 1189
2022
Q1 		– Sell
-11
Closed -$637 – 1291
2021
Q4 		$637 Buy
+11
New +$699 ﹤0.01% 1106

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

TD Private Client Wealth's FOUR Position: Q2 2026 in Review

TD Private Client Wealth sold out of Shift4 (FOUR) in Q2 2026, closing a stake of 3 shares — an estimated $131 sold.

TD Private Client Wealth first reported a position in FOUR in Q4 2021 and held it in 10 quarters. The position peaked at $4.33K in Q1 2025. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • TD Private Client Wealth reported no remaining Shift4 position as of Q2 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 3 Shift4 shares in Q2 2026, an estimated $131.
  • TD Private Client Wealth first reported a position in Shift4 in Q4 2021 and held it in 10 quarters.
  • TD Private Client Wealth's Shift4 position peaked at $4.33K in Q1 2025.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.