SS
FISV

Sunbelt Securities’s Fiserv Inc FISV Stock Holding History

Sunbelt Securities’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
2026
Q1 		$128K Buy
2,290
+215
+10% +$13.3K 0.01% 766
2025
Q4 		$139K Buy
2,075
+1,216
+142% +$102K 0.01% 734
2025
Q3 		$111K Buy
859
+565
+192% +$81K 0.01% 792
2025
Q2 		$60.4K Buy
294
+250
+568% +$45.3K 0.01% 897
2025
Q1 		$9.72K Sell
44
-250
-85% -$54.7K ﹤0.01% 1276
2024
Q4 		$60.6K Buy
294
+250
+568% +$51K 0.01% 896
2024
Q3 		$7.91K Buy
44
+15
+52% +$2.47K ﹤0.01% 1346
2024
Q2 		$4.32K Hold
29
– – ﹤0.01% 1422
2024
Q1 		$4.63K Sell
29
-23
-44% -$3.35K ﹤0.01% 1382
2023
Q4 		$6.91K Hold
52
– – ﹤0.01% 1243
2023
Q3 		$5.87K Sell
52
-99
-66% -$12.2K ﹤0.01% 1278
2023
Q2 		$19K Sell
151
-85
-36% -$10K ﹤0.01% 1036
2023
Q1 		$26.7K Buy
+236
New +$26K ﹤0.01% 884
2020
Q1 		– Sell
-6,261
Closed -$724K – 474
2019
Q4 		$724K Buy
6,261
+48
+0.8% +$5.3K 0.08% 245
2019
Q3 		$644K Buy
+6,213
New +$634K 0.07% 248

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sunbelt Securities's FISV Position: Q1 2026 in Review

Sunbelt Securities increased its Fiserv Inc (FISV) stake by 10% in Q1 2026, buying an estimated $13.3K and bringing the position to 2,290 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #766.

Sunbelt Securities first reported a position in FISV in Q3 2019 and has held it in 15 quarters since. The position peaked at $724K in Q4 2019. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Sunbelt Securities held 2,290 shares of Fiserv Inc worth $128K as of Q1 2026.
  • Sunbelt Securities bought 215 Fiserv Inc shares in Q1 2026, an estimated $13.3K.
  • Fiserv Inc made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #766 holding.
  • Sunbelt Securities first reported a position in Fiserv Inc in Q3 2019 and has held it in 15 quarters since.
  • Sunbelt Securities's Fiserv Inc position peaked at $724K in Q4 2019.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.