Vision Financial Markets’s Shift4 FOUR Stock Holding History

Vision Financial Markets’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	$1.23K	Hold	25	–	–	﹤0.01%	347
2026 Q1	$1.09K	Hold	25	–	–	﹤0.01%	356
2025 Q4	$1.57K	Hold	25	–	–	﹤0.01%	329
2025 Q3	$1.94K	Hold	25	–	–	﹤0.01%	347
2025 Q2	$2.48K	Hold	25	–	–	﹤0.01%	318
2025 Q1	$2.04K	Buy	+25	New	+$2.58K	﹤0.01%	311

Other funds holding FOUR

DPCM

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vision Financial Markets's FOUR Position: Q2 2026 in Review

Vision Financial Markets held its Shift4 (FOUR) position steady in Q2 2026 at 25 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Vision Financial Markets first reported a position in FOUR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.48K in Q2 2025. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

Vision Financial Markets held 25 shares of Shift4 worth $1.23K as of Q2 2026.
Vision Financial Markets left its Shift4 share count unchanged in Q2 2026.
Shift4 made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #347 holding.
Vision Financial Markets first reported a position in Shift4 in Q1 2025 and has held it in 6 quarters since.
Vision Financial Markets's Shift4 position peaked at $2.48K in Q2 2025.
359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.