SFA
FISV

Semmax Financial Advisors’s Fiserv Inc FISV Stock Holding History

Semmax Financial 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
Q2 		$949K Buy
7,121
+1,160
+19% +$210K 0.24% 96
2025
Q1 		$1.1M Sell
5,961
-468
-7% -$102K 0.3% 91
2024
Q4 		$1.48M Sell
6,429
-977
-13% -$199K 0.39% 76
2024
Q3 		$1.59M Sell
7,406
-141
-2% -$23.3K 0.44% 77
2024
Q2 		$1.23M Buy
7,547
+945
+14% +$143K 0.37% 78
2024
Q1 		$1.01M Buy
6,602
+660
+11% +$96.1K 0.33% 76
2023
Q4 		$853K Buy
5,942
+470
+9% +$57.7K 0.31% 73
2023
Q3 		$665K Buy
+5,472
New +$674K 0.27% 71
2022
Q4 		$358K Sell
3,443
-39
-1% -$3.88K 0.14% 73
2022
Q3 		$336K Sell
3,482
-196
-5% -$20K 0.14% 74
2022
Q2 		$392K Sell
3,678
-316
-8% -$30.6K 0.16% 79
2022
Q1 		$405K Sell
3,994
-137
-3% -$13.9K 0.16% 93
2021
Q4 		$429K Buy
4,131
+1,019
+33% +$105K 0.16% 95
2021
Q3 		$338K Sell
3,112
-319
-9% -$35.6K 0.12% 96
2021
Q2 		$367K Buy
3,431
+353
+11% +$41K 0.12% 98
2021
Q1 		$366K Buy
3,078
+490
+19% +$56.2K 0.13% 95
2020
Q4 		$295K Buy
+2,588
New +$279K 0.12% 94

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Semmax Financial Advisors's FISV Position: Q2 2025 in Review

Semmax Financial Advisors increased its Fiserv Inc (FISV) stake by 19% in Q2 2025, buying an estimated $210K and bringing the position to 7,121 shares worth $949K. The position accounts for 0.24% of the portfolio, ranked #96.

Semmax Financial Advisors first reported a position in FISV in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.59M in Q3 2024. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Semmax Financial Advisors held 7,121 shares of Fiserv Inc worth $949K as of Q2 2025.
  • Semmax Financial Advisors bought 1,160 Fiserv Inc shares in Q2 2025, an estimated $210K.
  • Fiserv Inc made up 0.24% of Semmax Financial Advisors's portfolio in Q2 2025, its #96 holding.
  • Semmax Financial Advisors first reported a position in Fiserv Inc in Q4 2020 and has held it in 17 quarters since.
  • Semmax Financial Advisors's Fiserv Inc position peaked at $1.59M in Q3 2024.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.