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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 $6.73T AUM 46.02% 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 $10.3B AUM 29.04% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Valley National Advisers's FOUR Position: Q3 2025 in Review

Valley National Advisers sold out of Shift4 (FOUR) in Q3 2025, closing a stake of 125 shares — an estimated $12K sold.

Valley National Advisers first reported a position in FOUR in Q4 2021 and held it in 7 quarters. The position peaked at $34K in Q1 2025. 450 funds tracked by Wall St. Rank hold FOUR as of Q3 2025.

  • Valley National Advisers reported no remaining Shift4 position as of Q3 2025 after selling out during the quarter.
  • Valley National Advisers sold 125 Shift4 shares in Q3 2025, an estimated $12K.
  • Valley National Advisers first reported a position in Shift4 in Q4 2021 and held it in 7 quarters.
  • Valley National Advisers's Shift4 position peaked at $34K in Q1 2025.
  • 450 funds tracked by Wall St. Rank held Shift4 as of Q3 2025.

Based on Valley National Advisers's 13F filing for Q3 2025, filed 17 Oct 2025.