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 $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 $3.37T AUM 44.26% 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

Suncoast Equity Management's FISV Position: Q4 2025 in Review

Suncoast Equity Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 216,544 shares — an estimated $27.9M sold.

Suncoast Equity Management first reported a position in FISV in Q4 2019 and held it in 11 quarters. The position peaked at $48M in Q1 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Suncoast Equity Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Suncoast Equity Management sold 216,544 Fiserv Inc shares in Q4 2025, an estimated $27.9M.
  • Suncoast Equity Management first reported a position in Fiserv Inc in Q4 2019 and held it in 11 quarters.
  • Suncoast Equity Management's Fiserv Inc position peaked at $48M in Q1 2025.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Suncoast Equity Management's 13F filing for Q4 2025, filed 10 Feb 2026.