SFA
FISV

Sequoia Financial Advisors’s Fiserv Inc FISV Stock Holding History

Sequoia 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
2026
Q2 		$931K Sell
18,973
-6,723
-26% -$376K ﹤0.01% 990
2026
Q1 		$1.43M Sell
25,696
-4,023
-14% -$249K 0.01% 738
2025
Q4 		$2M Sell
29,719
-67,267
-69% -$5.63M 0.01% 573
2025
Q3 		$12.5M Buy
96,986
+12,745
+15% +$1.83M 0.08% 172
2025
Q2 		$14.5M Buy
84,241
+2,110
+3% +$383K 0.1% 157
2025
Q1 		$18.1M Buy
82,131
+17,152
+26% +$3.76M 0.14% 128
2024
Q4 		$13.3M Buy
64,979
+3,093
+5% +$631K 0.13% 147
2024
Q3 		$11.1M Buy
61,886
+48,270
+355% +$7.96M 0.12% 143
2024
Q2 		$2.03M Buy
13,616
+517
+4% +$78.3K 0.02% 320
2024
Q1 		$2.09M Sell
13,099
-3,923
-23% -$571K 0.03% 317
2023
Q4 		$2.26M Buy
17,022
+5,849
+52% +$718K 0.03% 335
2023
Q3 		$1.26M Buy
11,173
+2,950
+36% +$363K 0.02% 295
2023
Q2 		$1.04M Buy
8,223
+2,338
+40% +$275K 0.02% 343
2023
Q1 		$665K Buy
5,885
+178
+3% +$19.6K 0.01% 397
2022
Q4 		$577K Buy
5,707
+3,435
+151% +$342K 0.01% 396
2022
Q3 		$213K Sell
2,272
-1,166
-34% -$119K 0.01% 476
2022
Q2 		$306K Sell
3,438
-83
-2% -$8.05K 0.01% 434
2022
Q1 		$357K Buy
+3,521
New +$356K 0.01% 440
2015
Q1 		– Sell
-6,410
Closed -$227K – 184
2014
Q4 		$227K Hold
6,410
– – 0.16% 137
2014
Q3 		$207K Sell
6,410
-2,760
-30% -$87.2K 0.14% 153
2014
Q2 		$277K Buy
9,170
+420
+5% +$12.5K 0.21% 109
2014
Q1 		$248K Buy
8,750
+970
+12% +$27.7K 0.21% 124
2013
Q4 		$230K Buy
+7,780
New +$210K 0.19% 124

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Sequoia Financial Advisors's FISV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Fiserv Inc (FISV) stake by 26% in Q2 2026, selling an estimated $376K and leaving 18,973 shares worth $931K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Sequoia Financial Advisors first reported a position in FISV in Q4 2013 and has held it in 23 quarters since. The position peaked at $18.1M in Q1 2025. 793 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Sequoia Financial Advisors held 18,973 shares of Fiserv Inc worth $931K as of Q2 2026.
  • Sequoia Financial Advisors sold 6,723 Fiserv Inc shares in Q2 2026, an estimated $376K.
  • Fiserv Inc made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #990 holding.
  • Sequoia Financial Advisors first reported a position in Fiserv Inc in Q4 2013 and has held it in 23 quarters since.
  • Sequoia Financial Advisors's Fiserv Inc position peaked at $18.1M in Q1 2025.
  • 793 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.