Sandy Cove Advisors’s Fiserv Inc FISV Stock Holding History

Sandy Cove 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
2025 Q4	–	Sell	-4,750	Closed	-$612K	–	144
2025 Q3	$612K	Sell	4,750 -97	-2%	-$13.9K	0.2%	69
2025 Q2	$836K	Sell	4,847 -121	-2%	-$21.9K	0.3%	49
2025 Q1	$1.1M	Buy	4,968 +34	+0.7%	+$7.44K	0.44%	34
2024 Q4	$1.01M	Buy	4,934 +74	+2%	+$15.1K	0.4%	39
2024 Q3	$873K	Buy	4,860 +69	+1%	+$11.4K	0.36%	47
2024 Q2	$714K	Sell	4,791 -5	-0.1%	-$757	0.32%	54
2024 Q1	$766K	Buy	+4,796	New	+$698K	0.35%	49

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Sandy Cove Advisors's FISV Position: Q4 2025 in Review

Sandy Cove Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 4,750 shares — an estimated $612K sold.

Sandy Cove Advisors first reported a position in FISV in Q1 2024 and held it in 7 quarters. The position peaked at $1.1M in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Sandy Cove Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Sandy Cove Advisors sold 4,750 Fiserv Inc shares in Q4 2025, an estimated $612K.
Sandy Cove Advisors first reported a position in Fiserv Inc in Q1 2024 and held it in 7 quarters.
Sandy Cove Advisors's Fiserv Inc position peaked at $1.1M in Q1 2025.
1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Sandy Cove Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.