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Transamerica Financial Advisors’s Shift4 FOUR Stock Holding History

Transamerica Financial 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 		$486 Buy
10
+1
+11% +$43 ﹤0.01% 1698
2026
Q1 		$393 Buy
9
+8
+800% +$442 ﹤0.01% 1526
2025
Q4 		$63 Sell
1
-1
-50% -$71 ﹤0.01% 1739
2025
Q3 		$155 Buy
+2
New +$186 ﹤0.01% 1469

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

Transamerica Financial Advisors's FOUR Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Shift4 (FOUR) stake by 11% in Q2 2026, buying an estimated $43 and bringing the position to 10 shares worth $486. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

Transamerica Financial Advisors first reported a position in FOUR in Q3 2025 and has held it in 4 quarters since. 358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Transamerica Financial Advisors held 10 shares of Shift4 worth $486 as of Q2 2026.
  • Transamerica Financial Advisors bought 1 Shift4 share in Q2 2026, an estimated $43.
  • Shift4 made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1698 holding.
  • Transamerica Financial Advisors first reported a position in Shift4 in Q3 2025 and has held it in 4 quarters since.
  • 358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.