SSB
FISV

Sandy Spring Bank’s Fiserv Inc FISV Stock Holding History

Sandy Spring Bank’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 		$241K Sell
1,090
-42
-4% -$9.2K 0.01% 343
2024
Q4 		$233K Sell
1,132
-12
-1% -$2.45K 0.01% 354
2024
Q3 		$206K Sell
1,144
-75
-6% -$12.4K 0.01% 378
2024
Q2 		$182K Sell
1,219
-50
-4% -$7.57K 0.01% 378
2024
Q1 		$203K Sell
1,269
-42
-3% -$6.12K 0.01% 366
2023
Q4 		$174K Sell
1,311
-118
-8% -$14.5K 0.01% 374
2023
Q3 		$161K Sell
1,429
-74
-5% -$9.11K 0.01% 367
2023
Q2 		$190K Sell
1,503
-89
-6% -$10.5K 0.01% 350
2023
Q1 		$180K Hold
1,592
– – 0.01% 349
2022
Q4 		$161K Hold
1,592
– – 0.01% 363
2022
Q3 		$149K Sell
1,592
-1,300
-45% -$132K 0.01% 355
2022
Q2 		$257K Sell
2,892
-220
-7% -$21.3K 0.02% 307
2022
Q1 		$316K Sell
3,112
-456
-13% -$46.2K 0.02% 294
2021
Q4 		$371K Buy
3,568
+350
+11% +$36.2K 0.02% 285
2021
Q3 		$349K Hold
3,218
– – 0.02% 286
2021
Q2 		$344K Buy
3,218
+1,378
+75% +$160K 0.02% 284
2021
Q1 		$219K Sell
1,840
-286
-13% -$32.8K 0.01% 313
2020
Q4 		$242K Buy
2,126
+105
+5% +$11.3K 0.01% 300
2020
Q3 		$209K Sell
2,021
-1
-0% -$100 0.01% 294
2020
Q2 		$197K Sell
2,022
-1,150
-36% -$116K 0.01% 290
2020
Q1 		$301K Buy
3,172
+1,011
+47% +$112K 0.03% 250
2019
Q4 		$250K Sell
2,161
-378
-15% -$41.7K 0.02% 278
2019
Q3 		$263K Sell
2,539
-250
-9% -$25.5K 0.02% 278
2019
Q2 		$254K Buy
2,789
+65
+2% +$5.7K 0.02% 279
2019
Q1 		$240K Hold
2,724
– – 0.02% 279
2018
Q4 		$200K Buy
2,724
+150
+6% +$11.6K 0.02% 285
2018
Q3 		$212K Buy
2,574
+374
+17% +$29.4K 0.02% 298
2018
Q2 		$163K Sell
2,200
-40
-2% -$2.9K 0.01% 317
2018
Q1 		$160K Sell
2,240
-400
-15% -$28.1K 0.01% 327
2017
Q4 		$173K Sell
2,640
-260
-9% -$16.8K 0.02% 297
2017
Q3 		$187K Sell
2,900
-500
-15% -$31.1K 0.02% 289
2017
Q2 		$208K Sell
3,400
-250
-7% -$15.1K 0.02% 291
2017
Q1 		$210K Hold
3,650
– – 0.02% 283
2016
Q4 		$194K Buy
3,650
+400
+12% +$20.5K 0.02% 291
2016
Q3 		$162K Hold
3,250
– – 0.02% 305
2016
Q2 		$177K Sell
3,250
-1,050
-24% -$54K 0.02% 299
2016
Q1 		$221K Sell
4,300
-1,040
-19% -$49.3K 0.03% 274
2015
Q4 		$244K Sell
5,340
-400
-7% -$18.8K 0.03% 264
2015
Q3 		$249K Hold
5,740
– – 0.03% 265
2015
Q2 		$238K Hold
5,740
– – 0.03% 274
2015
Q1 		$228K Hold
5,740
– – 0.03% 278
2014
Q4 		$204K Sell
5,740
-100
-2% -$3.42K 0.02% 266
2014
Q3 		$189K Buy
5,840
+400
+7% +$12.6K 0.02% 278
2014
Q2 		$164K Buy
5,440
+840
+18% +$24.9K 0.02% 292
2014
Q1 		$130K Buy
4,600
+2,900
+171% +$83K 0.02% 285
2013
Q4 		$50K Hold
1,700
– – 0.01% 376
2013
Q3 		$43K Buy
+1,700
New +$41.1K 0.01% 375

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

Sandy Spring Bank's FISV Position: Q1 2025 in Review

Sandy Spring Bank reduced its Fiserv Inc (FISV) stake by 3.7% in Q1 2025, selling an estimated $9.2K and leaving 1,090 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #343.

Sandy Spring Bank first reported a position in FISV in Q3 2013 and has held it in 47 quarters since. The position peaked at $371K in Q4 2021. 1,934 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Sandy Spring Bank held 1,090 shares of Fiserv Inc worth $241K as of Q1 2025.
  • Sandy Spring Bank sold 42 Fiserv Inc shares in Q1 2025, an estimated $9.2K.
  • Fiserv Inc made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #343 holding.
  • Sandy Spring Bank first reported a position in Fiserv Inc in Q3 2013 and has held it in 47 quarters since.
  • Sandy Spring Bank's Fiserv Inc position peaked at $371K in Q4 2021.
  • 1,934 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.