ST
FISV

Sabal Trust’s Fiserv Inc FISV Stock Holding History

Sabal Trust’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.79M Sell
12,649
-17
-0.1% -$3.72K 0.16% 87
2024
Q4 		$2.6M Buy
12,666
+28
+0.2% +$5.72K 0.15% 91
2024
Q3 		$2.27M Hold
12,638
– – 0.12% 96
2024
Q2 		$1.88M Buy
12,638
+3,143
+33% +$476K 0.11% 87
2024
Q1 		$1.52M Sell
9,495
-14
-0.1% -$2.04K 0.09% 100
2023
Q4 		$1.26M Hold
9,509
– – 0.08% 105
2023
Q3 		$1.07M Buy
9,509
+235
+3% +$28.9K 0.07% 101
2023
Q2 		$1.17M Buy
+9,274
New +$1.09M 0.07% 99

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sabal Trust's FISV Position: Q1 2025 in Review

Sabal Trust reduced its Fiserv Inc (FISV) stake by 0.13% in Q1 2025, selling an estimated $3.72K and leaving 12,649 shares worth $2.79M. The position accounts for 0.16% of the portfolio, ranked #87.

Sabal Trust first reported a position in FISV in Q2 2023 and has held it in 8 quarters since. 1,934 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Sabal Trust held 12,649 shares of Fiserv Inc worth $2.79M as of Q1 2025.
  • Sabal Trust sold 17 Fiserv Inc shares in Q1 2025, an estimated $3.72K.
  • Fiserv Inc made up 0.16% of Sabal Trust's portfolio in Q1 2025, its #87 holding.
  • Sabal Trust first reported a position in Fiserv Inc in Q2 2023 and has held it in 8 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.