VNA
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Valley National Advisers’s Shift4 FOUR Stock Holding History

Valley National Advisers’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
-125
Closed -$12K – 860
2025
Q2 		$12K Sell
125
-300
-71% -$26.2K ﹤0.01% 526
2025
Q1 		$34K Buy
425
+125
+42% +$12.9K 0.01% 420
2024
Q4 		$31K Buy
+300
New +$29.8K 0.01% 402
2022
Q4 		– Sell
-35
Closed -$2K – 893
2022
Q3 		$2K Hold
35
– – ﹤0.01% 779
2022
Q2 		$1K Hold
35
– – ﹤0.01% 816
2022
Q1 		$2K Hold
35
– – ﹤0.01% 792
2021
Q4 		$2K Buy
+35
New +$2.22K ﹤0.01% 786

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