Verdence Capital Advisors’s Shift4 FOUR Stock Holding History

Verdence Capital 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
2025 Q4	–	Sell	-4,570	Closed	-$351K	–	678
2025 Q3	$351K	Buy	4,570 +119	+3%	+$11.1K	0.02%	553
2025 Q2	$441K	Buy	4,451 +253	+6%	+$22.1K	0.03%	458
2025 Q1	$343K	Buy	4,198 +832	+25%	+$85.7K	0.03%	493
2024 Q4	$349K	Sell	3,366 -49	-1%	-$4.87K	0.03%	458
2024 Q3	$303K	Buy	3,415 +243	+8%	+$18.4K	0.02%	516
2024 Q2	$233K	Buy	+3,172	New	+$210K	0.02%	543

Other funds holding FOUR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Verdence Capital Advisors's FOUR Position: Q4 2025 in Review

Verdence Capital Advisors sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 4,570 shares — an estimated $351K sold.

Verdence Capital Advisors first reported a position in FOUR in Q2 2024 and held it in 6 quarters. The position peaked at $441K in Q2 2025. 402 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

Verdence Capital Advisors reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
Verdence Capital Advisors sold 4,570 Shift4 shares in Q4 2025, an estimated $351K.
Verdence Capital Advisors first reported a position in Shift4 in Q2 2024 and held it in 6 quarters.
Verdence Capital Advisors's Shift4 position peaked at $441K in Q2 2025.
402 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Verdence Capital Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.