Sanibel Captiva Trust Company’s Fiserv Inc FISV Stock Holding History

Sanibel Captiva Trust Company’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	-6,167	Closed	-$795K	–	418
2025 Q3	$795K	Sell	6,167 -41	-0.7%	-$5.88K	0.02%	245
2025 Q2	$1.07M	Sell	6,208 -1,096	-15%	-$199K	0.03%	221
2025 Q1	$1.61M	Sell	7,304 -718	-9%	-$157K	0.05%	182
2024 Q4	$1.65M	Buy	8,022 +1,965	+32%	+$401K	0.05%	178
2024 Q3	$1.09M	Sell	6,057 -24	-0.4%	-$3.96K	0.03%	213
2024 Q2	$906K	Sell	6,081 -2,630	-30%	-$398K	0.03%	216
2024 Q1	$1.39M	Buy	8,711 +100	+1%	+$14.6K	0.05%	178
2023 Q4	$1.14M	Buy	+8,611	New	+$1.06M	0.04%	181

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

Sanibel Captiva Trust Company's FISV Position: Q4 2025 in Review

Sanibel Captiva Trust Company sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 6,167 shares — an estimated $795K sold.

Sanibel Captiva Trust Company first reported a position in FISV in Q4 2023 and held it in 8 quarters. The position peaked at $1.65M in Q4 2024. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Sanibel Captiva Trust Company reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Sanibel Captiva Trust Company sold 6,167 Fiserv Inc shares in Q4 2025, an estimated $795K.
Sanibel Captiva Trust Company first reported a position in Fiserv Inc in Q4 2023 and held it in 8 quarters.
Sanibel Captiva Trust Company's Fiserv Inc position peaked at $1.65M in Q4 2024.
1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Sanibel Captiva Trust Company's 13F filing for Q4 2025, filed 20 Jan 2026.