SPC
FISV

Sigma Planning Corp’s Fiserv Inc FISV Stock Holding History

Sigma Planning Corp’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
-5,759
Closed -$742K – 1330
2025
Q3 		$742K Sell
5,759
-3,810
-40% -$546K 0.02% 644
2025
Q2 		$1.65M Buy
9,569
+748
+8% +$136K 0.05% 355
2025
Q1 		$1.95M Buy
8,821
+4,288
+95% +$939K 0.06% 292
2024
Q4 		$931K Sell
4,533
-839
-16% -$171K 0.03% 513
2024
Q3 		$965K Buy
5,372
+767
+17% +$127K 0.03% 512
2024
Q2 		$686K Sell
4,605
-187
-4% -$28.3K 0.02% 599
2024
Q1 		$766K Buy
4,792
+2,760
+136% +$402K 0.02% 597
2023
Q4 		$270K Sell
2,032
-2,650
-57% -$325K 0.02% 664
2023
Q3 		$529K Buy
+4,682
New +$577K 0.02% 689
2023
Q2 		– Sell
-5,928
Closed -$670K – 1265
2023
Q1 		$670K Sell
5,928
-13
-0.2% -$1.43K 0.02% 686
2022
Q4 		$600K Sell
5,941
-53
-0.9% -$5.28K 0.02% 691
2022
Q3 		$561K Buy
5,994
+27
+0.5% +$2.75K 0.02% 688
2022
Q2 		$531K Sell
5,967
-140
-2% -$13.6K 0.02% 722
2022
Q1 		$619K Buy
6,107
+278
+5% +$28.1K 0.02% 752
2021
Q4 		$605K Sell
5,829
-596
-9% -$61.6K 0.02% 768
2021
Q3 		$697K Buy
6,425
+2,186
+52% +$244K 0.02% 679
2021
Q2 		$453K Sell
4,239
-6,096
-59% -$709K 0.01% 876
2021
Q1 		$1.23M Buy
10,335
+2,552
+33% +$293K 0.04% 436
2020
Q4 		$886K Sell
7,783
-415
-5% -$44.7K 0.03% 476
2020
Q3 		$845K Sell
8,198
-1,826
-18% -$182K 0.03% 447
2020
Q2 		$979K Buy
10,024
+7,462
+291% +$751K 0.04% 400
2020
Q1 		$243K Sell
2,562
-469
-15% -$52.1K 0.01% 722
2019
Q4 		$351K Sell
3,031
-802
-21% -$88.5K 0.01% 723
2019
Q3 		$397K Buy
+3,833
New +$391K 0.02% 662

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

Sigma Planning Corp's FISV Position: Q4 2025 in Review

Sigma Planning Corp sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 5,759 shares — an estimated $742K sold.

Sigma Planning Corp first reported a position in FISV in Q3 2019 and held it in 24 quarters. The position peaked at $1.95M in Q1 2025. 1,400 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Sigma Planning Corp reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 5,759 Fiserv Inc shares in Q4 2025, an estimated $742K.
  • Sigma Planning Corp first reported a position in Fiserv Inc in Q3 2019 and held it in 24 quarters.
  • Sigma Planning Corp's Fiserv Inc position peaked at $1.95M in Q1 2025.
  • 1,400 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.