SFP
FISV

Shepherd Financial Partners’s Fiserv Inc FISV Stock Holding History

Shepherd Financial Partners’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
Q4 		– Sell
-5,652
Closed -$729K – 249
2025
Q3 		$729K Hold
5,652
– – 0.07% 130
2025
Q2 		$974K Hold
5,652
– – 0.1% 109
2025
Q1 		$1.25M Sell
5,652
-97
-2% -$21.2K 0.15% 95
2024
Q4 		$1.18M Buy
5,749
+127
+2% +$25.9K 0.14% 90
2024
Q3 		$1.01M Hold
5,622
– – 0.12% 97
2024
Q2 		$838K Hold
5,622
– – 0.11% 109
2024
Q1 		$898K Buy
5,622
+12
+0.2% +$1.75K 0.12% 106
2023
Q4 		$745K Hold
5,610
– – 0.11% 115
2023
Q3 		$634K Hold
5,610
– – 0.1% 116
2023
Q2 		$708K Sell
5,610
-9
-0.2% -$1.06K 0.11% 110
2023
Q1 		$635K Hold
5,619
– – 0.11% 111
2022
Q4 		$568K Hold
5,619
– – 0.1% 111
2022
Q3 		$526K Hold
5,619
– – 0.1% 114
2022
Q2 		$500K Hold
5,619
– – 0.1% 113
2022
Q1 		$570K Sell
5,619
-486
-8% -$49.2K 0.1% 113
2021
Q4 		$634K Sell
6,105
-106
-2% -$11K 0.11% 103
2021
Q3 		$674K Sell
6,211
-11,148
-64% -$1.25M 0.13% 100
2021
Q2 		$1.85M Buy
17,359
+28
+0.2% +$3.25K 0.35% 62
2021
Q1 		$2.06M Buy
17,331
+136
+0.8% +$15.6K 0.46% 44
2020
Q4 		$1.96M Buy
17,195
+101
+0.6% +$10.9K 0.45% 48
2020
Q3 		$1.76M Buy
17,094
+369
+2% +$36.8K 0.41% 49
2020
Q2 		$1.63M Buy
16,725
+42
+0.3% +$4.23K 0.44% 38
2020
Q1 		$1.58M Buy
16,683
+4,884
+41% +$543K 0.55% 33
2019
Q4 		$1.36M Buy
11,799
+3
+0% +$331 0.32% 57
2019
Q3 		$1.22M Buy
+11,796
New +$1.2M 0.31% 55

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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

Shepherd Financial Partners's FISV Position: Q4 2025 in Review

Shepherd Financial Partners sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 5,652 shares — an estimated $729K sold.

Shepherd Financial Partners first reported a position in FISV in Q3 2019 and held it in 25 quarters. The position peaked at $2.06M in Q1 2021. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Shepherd Financial Partners reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Shepherd Financial Partners sold 5,652 Fiserv Inc shares in Q4 2025, an estimated $729K.
  • Shepherd Financial Partners first reported a position in Fiserv Inc in Q3 2019 and held it in 25 quarters.
  • Shepherd Financial Partners's Fiserv Inc position peaked at $2.06M in Q1 2021.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Shepherd Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.