WSC
FISV

Wellington Shields & Co’s Fiserv Inc FISV Stock Holding History

Wellington Shields & Co’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
-682
Closed -$87.9K – 327
2025
Q3 		$87.9K Hold
682
– – 0.02% 282
2025
Q2 		$118K Hold
682
– – 0.03% 249
2025
Q1 		$151K Hold
682
– – 0.05% 228
2024
Q4 		$140K Hold
682
– – 0.04% 231
2024
Q3 		$123K Buy
682
+300
+79% +$49.5K 0.04% 248
2024
Q2 		$56.9K Buy
382
+225
+143% +$34.1K 0.02% 273
2024
Q1 		$25.1K Buy
+157
New +$22.9K 0.01% 290

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 & Co's FISV Position: Q4 2025 in Review

Wellington Shields & Co sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 682 shares — an estimated $87.9K sold.

Wellington Shields & Co first reported a position in FISV in Q1 2024 and held it in 7 quarters. The position peaked at $151K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Wellington Shields & Co reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Wellington Shields & Co sold 682 Fiserv Inc shares in Q4 2025, an estimated $87.9K.
  • Wellington Shields & Co first reported a position in Fiserv Inc in Q1 2024 and held it in 7 quarters.
  • Wellington Shields & Co's Fiserv Inc position peaked at $151K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

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