SEM
FISV

Suncoast Equity Management’s Fiserv Inc FISV Stock Holding History

Suncoast Equity Management’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
-216,544
Closed -$27.9M – 91
2025
Q3 		$27.9M Sell
216,544
-69
-0% -$9.89K 2.79% 17
2025
Q2 		$37.3M Sell
216,613
-660
-0.3% -$120K 3.82% 9
2025
Q1 		$48M Buy
217,273
+3,923
+2% +$859K 5.42% 5
2024
Q4 		$43.8M Sell
213,350
-2,877
-1% -$587K 4.89% 10
2024
Q3 		$38.8M Sell
216,227
-14,003
-6% -$2.31M 4.43% 10
2024
Q2 		$34.3M Buy
230,230
+5,472
+2% +$828K 3.8% 12
2024
Q1 		$35.9M Buy
224,758
+6,572
+3% +$957K 4.21% 11
2023
Q4 		$29M Buy
218,186
+2,489
+1% +$305K 3.83% 12
2023
Q3 		$24.4M Buy
215,697
+93,517
+77% +$11.5M 3.68% 13
2023
Q2 		$15.4M Buy
+122,180
New +$14.4M 2.31% 20
2020
Q1 		– Sell
-1,885
Closed -$218K – 46
2019
Q4 		$218K Buy
+1,885
New +$208K 0.04% 51

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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return