SMA
FISV

Sage Mountain Advisors’s Fiserv Inc FISV Stock Holding History

Sage Mountain Advisors’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
2026
Q1 		– Sell
-4,098
Closed -$275K – 395
2025
Q4 		$275K Buy
4,098
+1,462
+55% +$122K 0.01% 404
2025
Q3 		$340K Sell
2,636
-13
-0.5% -$1.86K 0.02% 346
2025
Q2 		$457K Sell
2,649
-14
-0.5% -$2.54K 0.03% 256
2025
Q1 		$588K Buy
2,663
+281
+12% +$61.5K 0.04% 197
2024
Q4 		$489K Buy
2,382
+63
+3% +$12.9K 0.04% 215
2024
Q3 		$417K Sell
2,319
-128
-5% -$21.1K 0.04% 234
2024
Q2 		$365K Buy
2,447
+72
+3% +$10.9K 0.03% 219
2024
Q1 		$380K Buy
2,375
+244
+11% +$35.5K 0.04% 203
2023
Q4 		$283K Buy
2,131
+119
+6% +$14.6K 0.03% 214
2023
Q3 		$227K Sell
2,012
-192
-9% -$23.6K 0.03% 225
2023
Q2 		$278K Buy
2,204
+21
+1% +$2.47K 0.04% 194
2023
Q1 		$247K Buy
+2,183
New +$240K 0.04% 198

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sage Mountain Advisors's FISV Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 4,098 shares — an estimated $275K sold.

Sage Mountain Advisors first reported a position in FISV in Q1 2023 and held it in 12 quarters. The position peaked at $588K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,098 Fiserv Inc shares in Q1 2026, an estimated $275K.
  • Sage Mountain Advisors first reported a position in Fiserv Inc in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Fiserv Inc position peaked at $588K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.