SSIM
FISV

Sheets Smith Investment Management’s Fiserv Inc FISV Stock Holding History

Sheets Smith Investment 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
Q2 		– Sell
-6,979
Closed -$1.54M – 73
2025
Q1 		$1.54M Buy
6,979
+9
+0.1% +$1.97K 1.54% 13
2024
Q4 		$1.43M Buy
+6,970
New +$1.42M 1.21% 33
2022
Q4 		$1.58M Buy
+13,542
New +$1.35M 1.73% 8
2022
Q2 		$1.5M Buy
+13,744
New +$1.33M 1.75% 10

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Sheets Smith Investment Management's FISV Position: Q2 2025 in Review

Sheets Smith Investment Management sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 6,979 shares — an estimated $1.54M sold.

Sheets Smith Investment Management first reported a position in FISV in Q2 2022 and held it in 4 quarters. The position peaked at $1.58M in Q4 2022. 1,846 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Sheets Smith Investment Management reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Sheets Smith Investment Management sold 6,979 Fiserv Inc shares in Q2 2025, an estimated $1.54M.
  • Sheets Smith Investment Management first reported a position in Fiserv Inc in Q2 2022 and held it in 4 quarters.
  • Sheets Smith Investment Management's Fiserv Inc position peaked at $1.58M in Q4 2022.
  • 1,846 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Sheets Smith Investment Management's 13F filing for Q2 2025, filed 8 Oct 2025.