Sheaff Brock Investment Advisors’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $204K | Sell |
925
-400
| -30% | -$87.6K | 0.02% | 394 |
|
|
2024
Q4 | $272K | Sell |
1,325
-58
| -4% | -$11.8K | 0.02% | 353 |
|
|
2024
Q3 | $248K | Hold |
1,383
| – | – | 0.02% | 359 |
|
|
2024
Q2 | $206K | Hold |
1,383
| – | – | 0.02% | 390 |
|
|
2024
Q1 | $221K | Buy |
+1,383
| New | +$201K | 0.01% | 425 |
|
|
2023
Q2 | – | Sell |
-4,383
| Closed | -$495K | – | 504 |
|
|
2023
Q1 | $495K | Hold |
4,383
| – | – | 0.05% | 265 |
|
|
2022
Q4 | $443K | Hold |
4,383
| – | – | 0.04% | 267 |
|
|
2022
Q3 | $410K | Hold |
4,383
| – | – | 0.04% | 266 |
|
|
2022
Q2 | $390K | Sell |
4,383
-500
| -10% | -$48.5K | 0.03% | 287 |
|
|
2022
Q1 | $495K | Sell |
4,883
-900
| -16% | -$91.1K | 0.03% | 281 |
|
|
2021
Q4 | $600K | Sell |
5,783
-1,200
| -17% | -$124K | 0.04% | 245 |
|
|
2021
Q3 | $757K | Sell |
6,983
-6
| -0.1% | -$670 | 0.06% | 203 |
|
|
2021
Q2 | $747K | Hold |
6,989
| – | – | 0.05% | 208 |
|
|
2021
Q1 | $832K | Buy |
6,989
+51
| +0.7% | +$5.85K | 0.07% | 180 |
|
|
2020
Q4 | $790K | Buy |
6,938
+13
| +0.2% | +$1.4K | 0.07% | 171 |
|
|
2020
Q3 | $714K | Sell |
6,925
-400
| -5% | -$39.8K | 0.07% | 174 |
|
|
2020
Q2 | $715K | Buy |
7,325
+200
| +3% | +$20.1K | 0.07% | 178 |
|
|
2020
Q1 | $677K | Sell |
7,125
-600
| -8% | -$66.6K | 0.09% | 141 |
|
|
2019
Q4 | $893K | Buy |
7,725
+100
| +1% | +$11K | 0.09% | 164 |
|
|
2019
Q3 | $790K | Buy |
7,625
+100
| +1% | +$10.2K | 0.09% | 170 |
|
|
2019
Q2 | $686K | Hold |
7,525
| – | – | 0.07% | 195 |
|
|
2019
Q1 | $664K | Buy |
7,525
+125
| +2% | +$10.3K | 0.08% | 202 |
|
|
2018
Q4 | $544K | Hold |
7,400
| – | – | 0.09% | 215 |
|
|
2018
Q3 | $610K | Hold |
7,400
| – | – | 0.06% | 232 |
|
|
2018
Q2 | $548K | Hold |
7,400
| – | – | 0.05% | 240 |
|
|
2018
Q1 | $528K | Hold |
7,400
| – | – | 0.05% | 244 |
|
|
2017
Q4 | $485K | Hold |
7,400
| – | – | 0.06% | 260 |
|
|
2017
Q3 | $477K | Hold |
7,400
| – | – | 0.06% | 269 |
|
|
2017
Q2 | $453K | Hold |
7,400
| – | – | 0.06% | 291 |
|
|
2017
Q1 | $427K | Sell |
7,400
-100
| -1% | -$5.61K | 0.06% | 309 |
|
|
2016
Q4 | $399K | Hold |
7,500
| – | – | 0.05% | 323 |
|
|
2016
Q3 | $373K | Sell |
7,500
-27,384
| -79% | -$1.44M | 0.05% | 310 |
|
|
2016
Q2 | $1.9M | Buy |
34,884
+20,336
| +140% | +$1.05M | 0.24% | 89 |
|
|
2016
Q1 | $747K | Sell |
14,548
-1,034
| -7% | -$49K | 0.09% | 213 |
|
|
2015
Q4 | $713K | Buy |
+15,582
| New | +$732K | 0.08% | 245 |
|
Other funds holding FISV
Sheaff Brock Investment Advisors's FISV Position: Q1 2025 in Review
Sheaff Brock Investment Advisors reduced its Fiserv Inc (FISV) stake by 30% in Q1 2025, selling an estimated $87.6K and leaving 925 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #394.
Sheaff Brock Investment Advisors first reported a position in FISV in Q4 2015 and has held it in 35 quarters since. The position peaked at $1.9M in Q2 2016. 1,936 funds tracked by Wall St. Rank hold FISV as of Q1 2025.
- Sheaff Brock Investment Advisors held 925 shares of Fiserv Inc worth $204K as of Q1 2025.
- Sheaff Brock Investment Advisors sold 400 Fiserv Inc shares in Q1 2025, an estimated $87.6K.
- Fiserv Inc made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #394 holding.
- Sheaff Brock Investment Advisors first reported a position in Fiserv Inc in Q4 2015 and has held it in 35 quarters since.
- Sheaff Brock Investment Advisors's Fiserv Inc position peaked at $1.9M in Q2 2016.
- 1,936 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.