SAG
FISV

SageView Advisory Group’s Fiserv Inc FISV Stock Holding History

SageView Advisory Group’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
-647
Closed -$43.5K – 1217
2025
Q4 		$43.5K Buy
+647
New +$54.2K ﹤0.01% 1135
2025
Q3 		– Sell
-1,489
Closed -$208K – 650
2025
Q2 		$208K Sell
1,489
-109
-7% -$19.8K 0.01% 593
2025
Q1 		$353K Buy
1,598
+62
+4% +$13.6K 0.02% 426
2024
Q4 		$316K Buy
1,536
+150
+11% +$30.6K 0.01% 448
2024
Q3 		$249K Sell
1,386
-571
-29% -$94.2K 0.01% 443
2024
Q2 		$292K Sell
1,957
-12,621
-87% -$1.91M 0.01% 441
2024
Q1 		$563K Buy
14,578
+12,548
+618% +$1.83M 0.03% 300
2023
Q4 		$292K Buy
+2,030
New +$249K 0.01% 518

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

SageView Advisory Group's FISV Position: Q1 2026 in Review

SageView Advisory Group sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 647 shares — an estimated $43.5K sold.

SageView Advisory Group first reported a position in FISV in Q4 2023 and held it in 8 quarters. The position peaked at $563K in Q1 2024. 1,262 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • SageView Advisory Group reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 647 Fiserv Inc shares in Q1 2026, an estimated $43.5K.
  • SageView Advisory Group first reported a position in Fiserv Inc in Q4 2023 and held it in 8 quarters.
  • SageView Advisory Group's Fiserv Inc position peaked at $563K in Q1 2024.
  • 1,262 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.