Victory Financial Group’s Shift4 FOUR Stock Holding History

Victory Financial Group’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	-3,780	Closed	-$293K	–	320
2025 Q3	$293K	Buy	+3,780	New	+$351K	0.04%	194

Other funds holding FOUR

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Financial Group's FOUR Position: Q4 2025 in Review

Victory Financial Group sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 3,780 shares — an estimated $293K sold.

Victory Financial Group first reported a position in FOUR in Q3 2025 and held it in 1 quarter. The position peaked at $293K in Q3 2025. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

Victory Financial Group reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
Victory Financial Group sold 3,780 Shift4 shares in Q4 2025, an estimated $293K.
Victory Financial Group first reported a position in Shift4 in Q3 2025 and held it in 1 quarter.
Victory Financial Group's Shift4 position peaked at $293K in Q3 2025.
403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Victory Financial Group's 13F filing for Q4 2025, filed 15 Jan 2026.