SWA
FISV

SFMG Wealth Advisors’s Fiserv Inc FISV Stock Holding History

SFMG Wealth 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 		– Sell
-1,365
Closed -$301K – 288
2025
Q1 		$301K Sell
1,365
-10
-0.7% -$2.19K 0.02% 199
2024
Q4 		$282K Sell
1,375
-1
-0.1% -$204 0.02% 205
2024
Q3 		$247K Buy
1,376
+16
+1% +$2.64K 0.02% 216
2024
Q2 		$203K Hold
1,360
– – 0.02% 246
2024
Q1 		$217K Buy
+1,360
New +$198K 0.02% 237
2020
Q4 		– Sell
-4,579
Closed -$472K – 232
2020
Q3 		$472K Sell
4,579
-128
-3% -$12.7K 0.07% 110
2020
Q2 		$459K Buy
+4,707
New +$474K 0.07% 101

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

SFMG Wealth Advisors's FISV Position: Q2 2025 in Review

SFMG Wealth Advisors sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,365 shares — an estimated $301K sold.

SFMG Wealth Advisors first reported a position in FISV in Q2 2020 and held it in 7 quarters. The position peaked at $472K in Q3 2020. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • SFMG Wealth Advisors reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,365 Fiserv Inc shares in Q2 2025, an estimated $301K.
  • SFMG Wealth Advisors first reported a position in Fiserv Inc in Q2 2020 and held it in 7 quarters.
  • SFMG Wealth Advisors's Fiserv Inc position peaked at $472K in Q3 2020.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on SFMG Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.