WSCM
FISV

Wellington Shields Capital Management’s Fiserv Inc FISV Stock Holding History

Wellington Shields Capital 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
-1,200
Closed -$155K – 327
2025
Q3 		$155K Hold
1,200
– – 0.02% 261
2025
Q2 		$207K Hold
1,200
– – 0.04% 231
2025
Q1 		$265K Hold
1,200
– – 0.05% 197
2024
Q4 		$247K Hold
1,200
– – 0.04% 213
2024
Q3 		$216K Hold
1,200
– – 0.04% 233
2024
Q2 		$179K Hold
1,200
– – 0.03% 239
2024
Q1 		$192K Buy
+1,200
New +$175K 0.04% 237

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

Wellington Shields Capital Management's FISV Position: Q4 2025 in Review

Wellington Shields Capital Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,200 shares — an estimated $155K sold.

Wellington Shields Capital Management first reported a position in FISV in Q1 2024 and held it in 7 quarters. The position peaked at $265K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Wellington Shields Capital Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Wellington Shields Capital Management sold 1,200 Fiserv Inc shares in Q4 2025, an estimated $155K.
  • Wellington Shields Capital Management first reported a position in Fiserv Inc in Q1 2024 and held it in 7 quarters.
  • Wellington Shields Capital Management's Fiserv Inc position peaked at $265K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Wellington Shields Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.