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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
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

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

Triumph Capital Management's FOUR Position: Q2 2026 in Review

Triumph Capital Management increased its Shift4 (FOUR) stake by 17% in Q2 2026, buying an estimated $113K and bringing the position to 17,861 shares worth $869K. The position accounts for 0.16% of the portfolio, ranked #142.

Triumph Capital Management first reported a position in FOUR in Q2 2024 and has held it in 9 quarters since. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Triumph Capital Management held 17,861 shares of Shift4 worth $869K as of Q2 2026.
  • Triumph Capital Management bought 2,603 Shift4 shares in Q2 2026, an estimated $113K.
  • Shift4 made up 0.16% of Triumph Capital Management's portfolio in Q2 2026, its #142 holding.
  • Triumph Capital Management first reported a position in Shift4 in Q2 2024 and has held it in 9 quarters since.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.