UCFA
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United Capital Financial Advisors’s Shift4 FOUR Stock Holding History

United Capital 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 		$202K Buy
+4,154
New +$180K ﹤0.01% 1552
2023
Q2 		– Sell
-5,965
Closed -$452K – 923
2023
Q1 		$452K Sell
5,965
-1
-0% -$64 ﹤0.01% 745
2022
Q4 		$334K Buy
5,966
+177
+3% +$8.37K ﹤0.01% 855
2022
Q3 		$258K Buy
+5,789
New +$243K ﹤0.01% 951
2022
Q2 		– Sell
-5,736
Closed -$355K – 1147
2022
Q1 		$355K Buy
+5,736
New +$303K ﹤0.01% 942

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 $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 1-Year Est. Return

United Capital Financial Advisors's FOUR Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Shift4 (FOUR) in Q2 2026: 4,154 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1552 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in FOUR as recently as Q1 2023.

United Capital Financial Advisors first reported a position in FOUR in Q1 2022 and has held it in 5 quarters since. The position peaked at $452K in Q1 2023. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • United Capital Financial Advisors held 4,154 shares of Shift4 worth $202K as of Q2 2026.
  • Shift4 was a new United Capital Financial Advisors position in Q2 2026.
  • Shift4 made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1552 holding.
  • United Capital Financial Advisors first reported a position in Shift4 in Q1 2022 and has held it in 5 quarters since.
  • United Capital Financial Advisors's Shift4 position peaked at $452K in Q1 2023.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

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