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Yorktown Management & Research Company’s Shift4 FOUR Stock Holding History

Yorktown Management & Research Company’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 		$277K Buy
+5,700
New +$246K 0.17% 224
2025
Q4 		– Sell
-4,400
Closed -$341K – 229
2025
Q3 		$341K Hold
4,400
– – 0.27% 153
2025
Q2 		$436K Hold
4,400
– – 0.42% 99
2025
Q1 		$360K Hold
4,400
– – 0.39% 112
2024
Q4 		$457K Buy
+4,400
New +$437K 0.44% 100
2024
Q3 		– Sell
-4,300
Closed -$315K – 212
2024
Q2 		$315K Buy
+4,300
New +$285K 0.34% 143

Other funds holding FOUR

WA
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Yorktown Management & Research Company's FOUR Position: Q2 2026 in Review

Yorktown Management & Research Company opened a new position in Shift4 (FOUR) in Q2 2026: 5,700 shares worth $277K. The stake represents 0.17% of the portfolio and ranks #224 among its holdings. This is a return to the name: Yorktown Management & Research Company previously reported a position in FOUR as recently as Q3 2025.

Yorktown Management & Research Company first reported a position in FOUR in Q2 2024 and has held it in 6 quarters since. The position peaked at $457K in Q4 2024. 69 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Yorktown Management & Research Company held 5,700 shares of Shift4 worth $277K as of Q2 2026.
  • Shift4 was a new Yorktown Management & Research Company position in Q2 2026.
  • Shift4 made up 0.17% of Yorktown Management & Research Company's portfolio in Q2 2026, its #224 holding.
  • Yorktown Management & Research Company first reported a position in Shift4 in Q2 2024 and has held it in 6 quarters since.
  • Yorktown Management & Research Company's Shift4 position peaked at $457K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.