SFS
FISV

Sowell Financial Services’s Fiserv Inc FISV Stock Holding History

Sowell Financial Services’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
-3,054
Closed -$394K – 1129
2025
Q3 		$394K Sell
3,054
-486
-14% -$69.6K 0.02% 717
2025
Q2 		$610K Buy
3,540
+314
+10% +$56.9K 0.02% 557
2025
Q1 		$712K Buy
+3,226
New +$706K 0.03% 492
2023
Q2 		– Sell
-2,317
Closed -$262K – 643
2023
Q1 		$262K Buy
+2,317
New +$255K 0.02% 609
2021
Q2 		– Sell
-6,190
Closed -$731K – 1263
2021
Q1 		$731K Buy
6,190
+124
+2% +$14.2K 0.03% 507
2020
Q4 		$691K Buy
6,066
+429
+8% +$46.2K 0.03% 428
2020
Q3 		$581K Sell
5,637
-468
-8% -$46.6K 0.03% 436
2020
Q2 		$596K Sell
6,105
-2,726
-31% -$275K 0.03% 407
2020
Q1 		$839K Buy
8,831
+4,265
+93% +$474K 0.06% 276
2019
Q4 		$528K Sell
4,566
-437
-9% -$48.3K 0.04% 431
2019
Q3 		$518K Buy
+5,003
New +$511K 0.04% 410
2018
Q1 		– Sell
-6,026
Closed -$416K – 283
2017
Q4 		$416K Hold
6,026
– – 0.1% 176
2017
Q3 		$378K Hold
6,026
– – 0.1% 168
2017
Q2 		$372K Hold
6,026
– – 0.11% 164
2017
Q1 		$370K Buy
6,026
+5,904
+4,839% +$331K 0.11% 163
2016
Q4 		$7K Buy
+122
New +$6.27K ﹤0.01% 512

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

Sowell Financial Services's FISV Position: Q4 2025 in Review

Sowell Financial Services sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,054 shares — an estimated $394K sold.

Sowell Financial Services first reported a position in FISV in Q4 2016 and held it in 16 quarters. The position peaked at $839K in Q1 2020. 1,397 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Sowell Financial Services reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Sowell Financial Services sold 3,054 Fiserv Inc shares in Q4 2025, an estimated $394K.
  • Sowell Financial Services first reported a position in Fiserv Inc in Q4 2016 and held it in 16 quarters.
  • Sowell Financial Services's Fiserv Inc position peaked at $839K in Q1 2020.
  • 1,397 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.