Washington Trust Advisors’s Shift4 FOUR Stock Holding History

Washington Trust 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	-77	Closed	-$5.96K	–	621
2025 Q3	$5.96K	Hold	77	–	–	﹤0.01%	597
2025 Q2	$7.63K	Sell	77 -30	-28%	-$2.62K	﹤0.01%	513
2025 Q1	$8.74K	Hold	107	–	–	﹤0.01%	483
2024 Q4	$11.1K	Hold	107	–	–	﹤0.01%	466
2024 Q3	$9.48K	Hold	107	–	–	﹤0.01%	485
2024 Q2	$7.85K	Hold	107	–	–	﹤0.01%	501
2024 Q1	$7.07K	Sell	107 -31	-22%	-$2.33K	﹤0.01%	528
2023 Q4	$10.3K	Hold	138	–	–	﹤0.01%	471
2023 Q3	$7.64K	Hold	138	–	–	﹤0.01%	500
2023 Q2	$9.37K	Hold	138	–	–	﹤0.01%	469
2023 Q1	$10.5K	Hold	138	–	–	﹤0.01%	494
2022 Q4	$7.72K	Hold	138	–	–	﹤0.01%	531
2022 Q3	$6K	Hold	138	–	–	﹤0.01%	678
2022 Q2	$5K	Hold	138	–	–	﹤0.01%	741
2022 Q1	$9K	Hold	138	–	–	﹤0.01%	718
2021 Q4	$8K	Buy	+138	New	+$8.77K	﹤0.01%	762

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 $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

Washington Trust Advisors's FOUR Position: Q4 2025 in Review

Washington Trust Advisors sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 77 shares — an estimated $5.96K sold.

Washington Trust Advisors first reported a position in FOUR in Q4 2021 and held it in 16 quarters. The position peaked at $11.1K in Q4 2024. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

Washington Trust Advisors reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
Washington Trust Advisors sold 77 Shift4 shares in Q4 2025, an estimated $5.96K.
Washington Trust Advisors first reported a position in Shift4 in Q4 2021 and held it in 16 quarters.
Washington Trust Advisors's Shift4 position peaked at $11.1K in Q4 2024.
403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Washington Trust Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.