TPCW
FOUR icon

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
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 $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM