SSWM
FISV

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

Sheets Smith 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
-1,429
Closed -$246K – 410
2025
Q2 		$246K Sell
1,429
-2,972
-68% -$539K 0.03% 368
2025
Q1 		$972K Hold
4,401
– – 0.12% 162
2024
Q4 		$904K Hold
4,401
– – 0.11% 170
2024
Q3 		$791K Buy
4,401
+1
+0% +$165 0.1% 181
2024
Q2 		$656K Sell
4,400
-511
-10% -$77.4K 0.08% 201
2024
Q1 		$785K Buy
4,911
+2,136
+77% +$311K 0.09% 183
2023
Q4 		$369K Buy
+2,775
New +$341K 0.05% 264
2023
Q3 		– Sell
-7,846
Closed -$990K – 491
2023
Q2 		$990K Buy
7,846
+1,010
+15% +$119K 0.14% 140
2023
Q1 		$773K Hold
6,836
– – 0.12% 158
2022
Q4 		$691K Hold
6,836
– – 0.11% 164
2022
Q3 		$640K Buy
+6,836
New +$697K 0.11% 159
2021
Q4 		– Sell
-4,239
Closed -$460K – 383
2021
Q3 		$460K Sell
4,239
-1,090
-20% -$122K 0.06% 227
2021
Q2 		$570K Buy
+5,329
New +$620K 0.08% 203
2020
Q2 		– Sell
-10,275
Closed -$976K – 272
2020
Q1 		$976K Sell
10,275
-2,050
-17% -$228K 0.2% 112
2019
Q4 		$1.42M Sell
12,325
-130
-1% -$14.4K 0.27% 95
2019
Q3 		$1.29M Sell
12,455
-585
-4% -$59.7K 0.27% 100
2019
Q2 		$1.19M Buy
13,040
+7,480
+135% +$655K 0.24% 103
2019
Q1 		$491K Buy
+5,560
New +$459K 0.11% 204
2016
Q3 		– Sell
-18,384
Closed -$999K – 272
2016
Q2 		$999K Sell
18,384
-354
-2% -$18.2K 0.29% 97
2016
Q1 		$961K Buy
+18,738
New +$889K 0.3% 88
2013
Q3 		– Sell
-23,800
Closed -$520K – 243
2013
Q2 		$520K Buy
+23,800
New +$522K 0.18% 161

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 $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sheets Smith Wealth Management's FISV Position: Q3 2025 in Review

Sheets Smith Wealth Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,429 shares — an estimated $246K sold.

Sheets Smith Wealth Management first reported a position in FISV in Q2 2013 and held it in 21 quarters. The position peaked at $1.42M in Q4 2019. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Sheets Smith Wealth Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,429 Fiserv Inc shares in Q3 2025, an estimated $246K.
  • Sheets Smith Wealth Management first reported a position in Fiserv Inc in Q2 2013 and held it in 21 quarters.
  • Sheets Smith Wealth Management's Fiserv Inc position peaked at $1.42M in Q4 2019.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.