SW
FISV

SMART Wealth’s Fiserv Inc FISV Stock Holding History

SMART Wealth’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
-1,528
Closed -$264K – 156
2025
Q2 		$264K Sell
1,528
-2,261
-60% -$410K 0.08% 147
2025
Q1 		$837K Buy
3,789
+303
+9% +$66.3K 0.3% 79
2024
Q4 		$716K Buy
3,486
+2,270
+187% +$463K 0.25% 91
2024
Q3 		$218K Sell
1,216
-154
-11% -$25.4K 0.09% 132
2024
Q2 		$204K Sell
1,370
-5,921
-81% -$896K 0.08% 119
2024
Q1 		$1.17M Sell
7,291
-683
-9% -$99.5K 0.53% 42
2023
Q4 		$1.06M Buy
7,974
+755
+10% +$92.6K 0.58% 35
2023
Q3 		$815K Sell
7,219
-1,403
-16% -$173K 0.61% 41
2023
Q2 		$1.09M Hold
8,622
– – 0.82% 35
2023
Q1 		$975K Sell
8,622
-2,047
-19% -$225K 0.86% 36
2022
Q4 		$1.08M Buy
+10,669
New +$1.06M 0.81% 35

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SMART Wealth's FISV Position: Q3 2025 in Review

SMART Wealth sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,528 shares — an estimated $264K sold.

SMART Wealth first reported a position in FISV in Q4 2022 and held it in 11 quarters. The position peaked at $1.17M in Q1 2024. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • SMART Wealth reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • SMART Wealth sold 1,528 Fiserv Inc shares in Q3 2025, an estimated $264K.
  • SMART Wealth first reported a position in Fiserv Inc in Q4 2022 and held it in 11 quarters.
  • SMART Wealth's Fiserv Inc position peaked at $1.17M in Q1 2024.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on SMART Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.