Truist Financial’s Shift4 FOUR Stock Holding History

Truist Financial’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	$484K	Buy	13,388 +1,196	+10%	+$55.1K	﹤0.01%	2219
2026 Q2	$593K	Buy	+12,192	New	+$527K	﹤0.01%	2092
2025 Q3	–	Sell	-4,560	Closed	-$452K	–	2737
2025 Q2	$452K	Buy	4,560 +123	+3%	+$10.7K	﹤0.01%	2009
2025 Q1	$363K	Buy	4,437 +150	+3%	+$15.5K	﹤0.01%	2052
2024 Q4	$445K	Sell	4,287 -321	-7%	-$31.9K	﹤0.01%	1952
2024 Q3	$408K	Buy	4,608 +752	+20%	+$57K	﹤0.01%	1969
2024 Q2	$283K	Buy	+3,856	New	+$256K	﹤0.01%	2319
2024 Q1	–	Sell	-22,836	Closed	-$1.7M	–	2650
2023 Q4	$1.7M	Buy	22,836 +466	+2%	+$27.8K	﹤0.01%	1345
2023 Q3	$1.24M	Buy	22,370 +1,934	+9%	+$118K	﹤0.01%	1470
2023 Q2	$1.39M	Buy	+20,436	New	+$1.34M	﹤0.01%	1429
2021 Q1	–	Sell	-3,825	Closed	-$288K	–	2668
2020 Q4	$288K	Buy	+3,825	New	+$229K	﹤0.01%	2181

Other funds holding FOUR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Spyglass Capital Management San Francisco, California $1.71B AUM 1.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Truist Financial's FOUR Position: Q3 2026 in Review

Truist Financial increased its Shift4 (FOUR) stake by 9.8% in Q3 2026, buying an estimated $55.1K and bringing the position to 13,388 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Truist Financial first reported a position in FOUR in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.7M in Q4 2023. 260 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

Truist Financial held 13,388 shares of Shift4 worth $484K as of Q3 2026.
Truist Financial bought 1,196 Shift4 shares in Q3 2026, an estimated $55.1K.
Shift4 made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2219 holding.
Truist Financial first reported a position in Shift4 in Q4 2020 and has held it in 11 quarters since.
Truist Financial's Shift4 position peaked at $1.7M in Q4 2023.
260 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.