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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return