Planning Strategies Inc.’s Shift4 FOUR Stock Holding History

Planning Strategies Inc.’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	$84.9K	Buy	+1,746	New	+$75.5K	0.05%	116

Other funds holding FOUR

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

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

RFA

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Planning Strategies Inc.'s FOUR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Shift4 (FOUR) in Q2 2026: 1,746 shares worth $84.9K. The stake represents 0.05% of the portfolio and ranks #116 among its holdings.

78 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

Planning Strategies Inc. held 1,746 shares of Shift4 worth $84.9K as of Q2 2026.
Shift4 was a new Planning Strategies Inc. position in Q2 2026.
Shift4 made up 0.05% of Planning Strategies Inc.'s portfolio in Q2 2026, its #116 holding.
78 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.