Advanced Asset Management Advisors’s Fiserv Inc FISV Stock Holding History

Advanced Asset Management Advisors’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 Q3	–	Sell	-1,525	Closed	-$263K	–	86
2025 Q2	$263K	Hold	1,525	–	–	0.07%	60
2025 Q1	$337K	Hold	1,525	–	–	0.09%	56
2024 Q4	$313K	Hold	1,525	–	–	0.08%	61
2024 Q3	$227K	Hold	1,525	–	–	0.06%	67
2024 Q2	$227K	Hold	1,525	–	–	0.06%	68
2024 Q1	$244K	Sell	1,525 -155	-9%	-$22.6K	0.06%	68
2023 Q4	$223K	Sell	1,680 -100	-6%	-$12.3K	0.05%	72
2023 Q3	$201K	Buy	+1,780	New	+$219K	0.05%	74
2023 Q1	–	Sell	-450	Closed	-$45.5K	–	144
2022 Q4	$45.5K	Buy	+450	New	+$44.8K	0.01%	105

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advanced Asset Management Advisors's FISV Position: Q3 2025 in Review

Advanced Asset Management Advisors sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,525 shares — an estimated $263K sold.

Advanced Asset Management Advisors first reported a position in FISV in Q4 2022 and held it in 9 quarters. The position peaked at $337K in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

Advanced Asset Management Advisors reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
Advanced Asset Management Advisors sold 1,525 Fiserv Inc shares in Q3 2025, an estimated $263K.
Advanced Asset Management Advisors first reported a position in Fiserv Inc in Q4 2022 and held it in 9 quarters.
Advanced Asset Management Advisors's Fiserv Inc position peaked at $337K in Q1 2025.
1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Advanced Asset Management Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.