SWM
FISV

Sendero Wealth Management’s Fiserv Inc FISV Stock Holding History

Sendero 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
-32,161
Closed -$5.54M – 191
2025
Q2 		$5.54M Buy
32,161
+4,955
+18% +$899K 0.69% 30
2025
Q1 		$6.01M Sell
27,206
-12,434
-31% -$2.72M 0.83% 30
2024
Q4 		$8.14M Sell
39,640
-6,682
-14% -$1.36M 1.21% 19
2024
Q3 		$8.32M Buy
46,322
+1,858
+4% +$306K 1.31% 17
2024
Q2 		$6.63M Sell
44,464
-1,722
-4% -$261K 1.12% 21
2024
Q1 		$7.38M Sell
46,186
-1,497
-3% -$218K 1.27% 17
2023
Q4 		$6.33M Sell
47,683
-6,924
-13% -$850K 1.19% 14
2023
Q3 		$6.17M Buy
54,607
+5,000
+10% +$616K 1.32% 12
2023
Q2 		$6.26M Buy
49,607
+4,324
+10% +$509K 1.37% 9
2023
Q1 		$5.12M Buy
45,283
+7,524
+20% +$828K 1.57% 7
2022
Q4 		$3.82M Buy
37,759
+5,583
+17% +$556K 1.36% 9
2022
Q3 		$3.01M Buy
32,176
+12,085
+60% +$1.23M 1.25% 11
2022
Q2 		$1.79M Buy
20,091
+1,973
+11% +$191K 1.71% 12
2022
Q1 		$1.84M Buy
18,118
+1,715
+10% +$174K 0.85% 15
2021
Q4 		$1.7M Buy
+16,403
New +$1.7M 0.76% 18

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

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

Sendero Wealth Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 32,161 shares — an estimated $5.54M sold.

Sendero Wealth Management first reported a position in FISV in Q4 2021 and held it in 15 quarters. The position peaked at $8.32M in Q3 2024. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Sendero Wealth Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Sendero Wealth Management sold 32,161 Fiserv Inc shares in Q3 2025, an estimated $5.54M.
  • Sendero Wealth Management first reported a position in Fiserv Inc in Q4 2021 and held it in 15 quarters.
  • Sendero Wealth Management's Fiserv Inc position peaked at $8.32M in Q3 2024.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Sendero Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.