Truist Financial
FOUR icon

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
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 – 2669
2020
Q4 		$288K Buy
+3,825
New +$229K ﹤0.01% 2181

Other funds holding FOUR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return