SFFS
FISV

Stonehage Fleming Financial Services’s Fiserv Inc FISV Stock Holding History

Stonehage Fleming 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
-9,153
Closed -$1.18M – 231
2025
Q3 		$1.18M Buy
9,153
+832
+10% +$119K 0.03% 58
2025
Q2 		$1.43M Buy
8,321
+1,505
+22% +$273K 0.04% 51
2025
Q1 		$1.51M Sell
6,816
-19
-0.3% -$4.16K 0.05% 41
2024
Q4 		$1.4M Sell
6,835
-1
-0% -$204 0.04% 49
2024
Q3 		$1.23M Sell
6,836
-104
-1% -$17.2K 0.03% 47
2024
Q2 		$1.03M Buy
6,940
+1,759
+34% +$266K 0.03% 54
2024
Q1 		$585K Buy
5,181
+42
+0.8% +$6.12K 0.04% 62
2023
Q4 		$683K Sell
5,139
-352
-6% -$43.2K 0.02% 76
2023
Q3 		$623K Sell
5,491
-502
-8% -$61.8K 0.06% 89
2023
Q2 		$743K Buy
5,993
+812
+16% +$95.6K 0.03% 81
2023
Q1 		$585K Buy
5,181
+770
+17% +$84.7K 0.04% 62
2022
Q4 		$448K Buy
+4,411
New +$439K 0.03% 81
2016
Q2 		– Sell
-55,400
Closed -$2.84M – 297
2016
Q1 		$2.84M Buy
+55,400
New +$2.63M 0.19% 55

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 $3.38T AUM 44.17% 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

Stonehage Fleming Financial Services's FISV Position: Q4 2025 in Review

Stonehage Fleming Financial Services sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 9,153 shares — an estimated $1.18M sold.

Stonehage Fleming Financial Services first reported a position in FISV in Q1 2016 and held it in 13 quarters. The position peaked at $2.84M in Q1 2016. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Stonehage Fleming Financial Services reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 9,153 Fiserv Inc shares in Q4 2025, an estimated $1.18M.
  • Stonehage Fleming Financial Services first reported a position in Fiserv Inc in Q1 2016 and held it in 13 quarters.
  • Stonehage Fleming Financial Services's Fiserv Inc position peaked at $2.84M in Q1 2016.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

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