Triumph Capital Management
FOUR icon

Triumph Capital Management’s Shift4 FOUR Stock Holding History

Triumph Capital Management’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
Q3 		$53.7K Sell
1,485
-16,376
-92% -$755K 0.01% 689
2026
Q2 		$869K Buy
17,861
+2,603
+17% +$113K 0.16% 142
2026
Q1 		$667K Buy
15,258
+7,610
+100% +$420K 0.14% 149
2025
Q4 		$482K Buy
7,648
+1,772
+30% +$125K 0.1% 176
2025
Q3 		$455K Buy
5,876
+939
+19% +$87.3K 0.12% 180
2025
Q2 		$489K Buy
4,937
+355
+8% +$30.9K 0.15% 168
2025
Q1 		$374K Buy
4,582
+222
+5% +$22.9K 0.12% 185
2024
Q4 		$452K Buy
4,360
+137
+3% +$13.6K 0.15% 161
2024
Q3 		$374K Buy
4,223
+308
+8% +$23.3K 0.13% 174
2024
Q2 		$287K Buy
+3,915
New +$259K 0.11% 175

Other funds holding FOUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Emeth Value Capital
Emeth Value Capital New Orleans, Louisiana $24.1M AUM 37.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Triumph Capital Management's FOUR Position: Q3 2026 in Review

Triumph Capital Management reduced its Shift4 (FOUR) stake by 92% in Q3 2026, selling an estimated $755K and leaving 1,485 shares worth $53.7K. The position accounts for 0.01% of the portfolio, ranked #689.

Triumph Capital Management first reported a position in FOUR in Q2 2024 and has held it in 10 quarters since. The position peaked at $869K in Q2 2026. 158 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • Triumph Capital Management held 1,485 shares of Shift4 worth $53.7K as of Q3 2026.
  • Triumph Capital Management sold 16,376 Shift4 shares in Q3 2026, an estimated $755K.
  • Shift4 made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #689 holding.
  • Triumph Capital Management first reported a position in Shift4 in Q2 2024 and has held it in 10 quarters since.
  • Triumph Capital Management's Shift4 position peaked at $869K in Q2 2026.
  • 158 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.