SIA
FISV

Schechter Investment Advisors’s Fiserv Inc FISV Stock Holding History

Schechter Investment 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
Q1 		$1.02M Sell
4,614
-884
-16% -$194K 0.08% 232
2024
Q4 		$1.13M Sell
5,498
-378
-6% -$77.2K 0.09% 223
2024
Q3 		$1.06M Sell
5,876
-374
-6% -$61.7K 0.08% 245
2024
Q2 		$932K Buy
6,250
+123
+2% +$18.6K 0.07% 252
2024
Q1 		$979K Sell
6,127
-332
-5% -$48.4K 0.07% 250
2023
Q4 		$858K Sell
6,459
-508
-7% -$62.3K 0.07% 255
2023
Q3 		$787K Buy
6,967
+238
+4% +$29.3K 0.08% 261
2023
Q2 		$849K Sell
6,729
-66
-1% -$7.77K 0.08% 272
2023
Q1 		$768K Buy
6,795
+58
+0.9% +$6.38K 0.07% 312
2022
Q4 		$681K Buy
6,737
+1,076
+19% +$107K 0.06% 409
2022
Q3 		$530K Buy
5,661
+2,042
+56% +$208K 0.05% 492
2022
Q2 		$322K Buy
+3,619
New +$351K 0.03% 686
2022
Q1 		– Sell
-2,185
Closed -$226K – 944
2021
Q4 		$226K Buy
+2,185
New +$226K 0.02% 767

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

Schechter Investment Advisors's FISV Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Fiserv Inc (FISV) stake by 16% in Q1 2025, selling an estimated $194K and leaving 4,614 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #232.

Schechter Investment Advisors first reported a position in FISV in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.13M in Q4 2024. 1,933 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Schechter Investment Advisors held 4,614 shares of Fiserv Inc worth $1.02M as of Q1 2025.
  • Schechter Investment Advisors sold 884 Fiserv Inc shares in Q1 2025, an estimated $194K.
  • Fiserv Inc made up 0.08% of Schechter Investment Advisors's portfolio in Q1 2025, its #232 holding.
  • Schechter Investment Advisors first reported a position in Fiserv Inc in Q4 2021 and has held it in 13 quarters since.
  • Schechter Investment Advisors's Fiserv Inc position peaked at $1.13M in Q4 2024.
  • 1,933 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.