SIG
FISV

Stonegate Investment Group’s Fiserv Inc FISV Stock Holding History

Stonegate Investment Group’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
-1,140
Closed -$252K – 451
2025
Q1 		$252K Sell
1,140
-59
-5% -$12.9K 0.01% 301
2024
Q4 		$246K Sell
1,199
-75
-6% -$15.3K 0.01% 298
2024
Q3 		$229K Sell
1,274
-366
-22% -$60.4K 0.01% 321
2024
Q2 		$244K Hold
1,640
– – 0.01% 302
2024
Q1 		$262K Buy
1,640
+60
+4% +$8.74K 0.01% 273
2023
Q4 		$210K Buy
+1,580
New +$194K 0.01% 284
2023
Q3 		– Sell
-1,605
Closed -$202K – 338
2023
Q2 		$202K Buy
+1,605
New +$189K 0.01% 293

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stonegate Investment Group's FISV Position: Q2 2025 in Review

Stonegate Investment Group sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,140 shares — an estimated $252K sold.

Stonegate Investment Group first reported a position in FISV in Q2 2023 and held it in 7 quarters. The position peaked at $262K in Q1 2024. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Stonegate Investment Group reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Stonegate Investment Group sold 1,140 Fiserv Inc shares in Q2 2025, an estimated $252K.
  • Stonegate Investment Group first reported a position in Fiserv Inc in Q2 2023 and held it in 7 quarters.
  • Stonegate Investment Group's Fiserv Inc position peaked at $262K in Q1 2024.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Stonegate Investment Group's 13F filing for Q2 2025, filed 23 Jul 2025.