SWM
FISV

SeaCrest Wealth Management’s Fiserv Inc FISV Stock Holding History

SeaCrest Wealth Management’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
Q3 		– Sell
-1,633
Closed -$282K – 647
2025
Q2 		$282K Sell
1,633
-112
-6% -$20.3K 0.03% 470
2025
Q1 		$385K Sell
1,745
-37
-2% -$8.1K 0.04% 403
2024
Q4 		$366K Buy
1,782
+67
+4% +$13.7K 0.04% 433
2024
Q3 		$308K Buy
1,715
+208
+14% +$34.3K 0.03% 484
2024
Q2 		$225K Buy
1,507
+149
+11% +$22.6K 0.03% 553
2024
Q1 		$217K Sell
1,358
-209
-13% -$30.4K 0.03% 547
2023
Q4 		$208K Buy
+1,567
New +$192K 0.03% 572
2022
Q3 		– Sell
-1,143
Closed -$102K – 911
2022
Q2 		$102K Buy
+1,143
New +$111K 0.01% 855
2021
Q2 		– Sell
-2,857
Closed -$340K – 701
2021
Q1 		$340K Buy
2,857
+15
+0.5% +$1.72K 0.05% 420
2020
Q4 		$324K Buy
2,842
+25
+0.9% +$2.69K 0.05% 405
2020
Q3 		$290K Buy
2,817
+105
+4% +$10.5K 0.05% 404
2020
Q2 		$265K Buy
2,712
+27
+1% +$2.72K 0.05% 436
2020
Q1 		$255K Buy
2,685
+114
+4% +$12.7K 0.05% 370
2019
Q4 		$297K Sell
2,571
-31
-1% -$3.42K 0.05% 404
2019
Q3 		$270K Buy
+2,602
New +$266K 0.05% 416
2019
Q2 		– Sell
-1,181
Closed -$104K – 955
2019
Q1 		$104K Buy
1,181
+10
+0.9% +$825 0.02% 681
2018
Q4 		$86K Sell
1,171
-518
-31% -$40K 0.02% 711
2018
Q3 		$139K Hold
1,689
– – 0.02% 631
2018
Q2 		$125K Buy
1,689
+49
+3% +$3.56K 0.02% 649
2018
Q1 		$117K Buy
1,640
+444
+37% +$31.2K 0.02% 656
2017
Q4 		$78K Buy
+1,196
New +$77.2K 0.01% 805

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SeaCrest Wealth Management's FISV Position: Q3 2025 in Review

SeaCrest Wealth Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,633 shares — an estimated $282K sold.

SeaCrest Wealth Management first reported a position in FISV in Q4 2017 and held it in 21 quarters. The position peaked at $385K in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • SeaCrest Wealth Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,633 Fiserv Inc shares in Q3 2025, an estimated $282K.
  • SeaCrest Wealth Management first reported a position in Fiserv Inc in Q4 2017 and held it in 21 quarters.
  • SeaCrest Wealth Management's Fiserv Inc position peaked at $385K in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on SeaCrest Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.