SW
FISV

SVB Wealth’s Fiserv Inc FISV Stock Holding History

SVB Wealth’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
-1,575
Closed -$203K – 400
2025
Q3 		$203K Sell
1,575
-212
-12% -$30.4K 0.01% 399
2025
Q2 		$308K Buy
+1,787
New +$324K 0.02% 359
2025
Q1 		– Sell
-7,579
Closed -$1.56M – 1581
2024
Q4 		$1.56M Buy
+7,579
New +$1.55M 0.03% 256
2024
Q3 		– Sell
-7,698
Closed -$1.15M – 220
2024
Q2 		$1.15M Sell
7,698
-2,284
-23% -$346K 0.03% 293
2024
Q1 		$1.6M Buy
9,982
+161
+2% +$23.4K 0.04% 272
2023
Q4 		$1.3M Buy
9,821
+1,966
+25% +$241K 0.03% 299
2023
Q3 		$887K Sell
7,855
-280
-3% -$34.5K 0.02% 335
2023
Q2 		$1.03M Sell
8,135
-689
-8% -$81.1K 0.02% 337
2023
Q1 		$997K Sell
8,824
-756
-8% -$83.2K 0.01% 377
2022
Q4 		$968K Sell
9,580
-180
-2% -$17.9K 0.01% 409
2022
Q3 		$913K Buy
9,760
+3,436
+54% +$350K 0.01% 386
2022
Q2 		$563K Buy
6,324
+473
+8% +$45.9K 0.01% 420
2022
Q1 		$593K Buy
5,851
+11
+0.2% +$1.11K 0.01% 418
2021
Q4 		$606K Sell
5,840
-1,773
-23% -$183K 0.01% 404
2021
Q3 		$826K Buy
7,613
+744
+11% +$83.1K 0.01% 445
2021
Q2 		$734K Sell
6,869
-313
-4% -$36.4K 0.01% 466
2021
Q1 		$855K Buy
7,182
+375
+6% +$43K 0.01% 380
2020
Q4 		$775K Buy
6,807
+274
+4% +$29.5K 0.01% 371
2020
Q3 		$673K Buy
6,533
+295
+5% +$29.4K 0.01% 355
2020
Q2 		$609K Buy
6,238
+150
+2% +$15.1K 0.01% 336
2020
Q1 		$578K Sell
6,088
-286
-4% -$31.8K 0.01% 296
2019
Q4 		$737K Sell
6,374
-206
-3% -$22.7K 0.01% 353
2019
Q3 		$682K Buy
6,580
+239
+4% +$24.4K 0.01% 325
2019
Q2 		$578K Sell
6,341
-3
-0% -$263 0.02% 362
2019
Q1 		$560K Sell
6,344
-28
-0.4% -$2.31K 0.02% 289
2018
Q4 		$468K Sell
6,372
-1,656
-21% -$128K 0.02% 297
2018
Q3 		$661K Buy
8,028
+400
+5% +$31.4K 0.02% 301
2018
Q2 		$565K Sell
7,628
-300
-4% -$21.8K 0.02% 317
2018
Q1 		$565K Sell
7,928
-104
-1% -$7.31K 0.02% 327
2017
Q4 		$527K Buy
8,032
+772
+11% +$49.9K 0.02% 344
2017
Q3 		$468K Sell
7,260
-848
-10% -$52.7K 0.02% 359
2017
Q2 		$496K Sell
8,108
-2,850
-26% -$172K 0.02% 351
2017
Q1 		$632K Buy
10,958
+1,758
+19% +$98.7K 0.03% 314
2016
Q4 		$489K Hold
9,200
– – 0.02% 343
2016
Q3 		$458K Hold
9,200
– – 0.02% 353
2016
Q2 		$500K Hold
9,200
– – 0.02% 346
2016
Q1 		$472K Hold
9,200
– – 0.02% 364
2015
Q4 		$421K Hold
9,200
– – 0.02% 401
2015
Q3 		$398K Sell
9,200
-32
-0.3% -$1.38K 0.02% 441
2015
Q2 		$382K Buy
9,232
+432
+5% +$17.4K 0.01% 468
2015
Q1 		$349K Hold
8,800
– – 0.01% 460
2014
Q4 		$312K Buy
+8,800
New +$301K 0.01% 461

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

SVB Wealth's FISV Position: Q4 2025 in Review

SVB Wealth sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,575 shares — an estimated $203K sold.

SVB Wealth first reported a position in FISV in Q4 2014 and held it in 42 quarters. The position peaked at $1.6M in Q1 2024. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • SVB Wealth reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • SVB Wealth sold 1,575 Fiserv Inc shares in Q4 2025, an estimated $203K.
  • SVB Wealth first reported a position in Fiserv Inc in Q4 2014 and held it in 42 quarters.
  • SVB Wealth's Fiserv Inc position peaked at $1.6M in Q1 2024.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on SVB Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.