Skip to main content

Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

FISV holding history

Fiserv Inc in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FISV overviewAll 13F holders of FISVFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q2 2021
Holdings of FISV by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−1,429−100.0%Sold outHolders
Q2 20251,429$246.4K<0.1%−2,972−67.5%ReducedHolders
Q1 20254,401$971.9K0.1%00.0%UnchangedHolders
Q4 20244,401$904.1K0.1%00.0%UnchangedHolders
Q3 20244,401$790.6K0.1%+10.0%AddedHolders
Q2 20244,400$655.8K0.1%−511−10.4%ReducedHolders
Q1 20244,911$784.9K0.1%+2,136+77.0%AddedHolders
Q4 20232,775$368.6K0.1%+2,775NewHolders
Q3 20230$00.0%−7,846−100.0%Sold outHolders
Q2 20237,846$989.8K0.1%+1,010+14.8%AddedHolders
Q1 20236,836$772.7K0.1%00.0%UnchangedHolders
Q4 20226,836$690.9K0.1%00.0%UnchangedHolders
Q3 20226,836$640.0K0.1%+6,836NewHolders
Q4 20210$00.0%−4,239−100.0%Sold outHolders
Q3 20214,239$460.0K0.1%−1,090−20.5%ReducedHolders
Q2 20215,329$570.0K0.1%+5,329NewHolders