SFGP
FISV

Stonebridge Financial Group (Pennsylvania)’s Fiserv Inc FISV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-34
Closed -$7.51K – 473
2025
Q1 		$7.51K Buy
34
+5
+17% +$1.09K ﹤0.01% 643
2024
Q4 		$5.96K Buy
+29
New +$5.92K ﹤0.01% 662

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 $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Stonebridge Financial Group (Pennsylvania)'s FISV Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 34 shares — an estimated $7.51K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in FISV in Q4 2024 and held it in 2 quarters. The position peaked at $7.51K in Q1 2025. 1,846 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 34 Fiserv Inc shares in Q2 2025, an estimated $7.51K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Fiserv Inc in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Fiserv Inc position peaked at $7.51K in Q1 2025.
  • 1,846 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.