AI
FISV

AdvisorShares Investments’s Fiserv Inc FISV Stock Holding History

AdvisorShares Investments’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
-34,204
Closed -$4.41M – 308
2025
Q3 		$4.41M Sell
34,204
-441
-1% -$63.2K 0.72% 34
2025
Q2 		$5.97M Buy
34,645
+819
+2% +$149K 1.08% 27
2025
Q1 		$7.51M Sell
33,826
-315
-0.9% -$69K 1.47% 14
2024
Q4 		$7.01M Sell
34,141
-10,618
-24% -$2.17M 1.35% 21
2024
Q3 		$8.04M Buy
44,759
+712
+2% +$117K 1.54% 9
2024
Q2 		$6.48M Buy
44,047
+3,026
+7% +$458K 1.13% 13
2024
Q1 		$6.56M Buy
41,021
+15,130
+58% +$2.2M 1.1% 7
2023
Q4 		$3.44M Sell
25,891
-383
-1% -$47K 0.81% 18
2023
Q3 		$2.97M Buy
26,274
+1,520
+6% +$187K 0.79% 14
2023
Q2 		$3.12M Buy
24,754
+6,080
+33% +$716K 0.89% 11
2023
Q1 		$2.11M Buy
18,674
+5,700
+44% +$627K 0.66% 13
2022
Q4 		$1.31M Sell
12,974
-333
-3% -$33.2K 0.37% 18
2022
Q3 		$1.25M Hold
13,307
– – 0.34% 25
2022
Q2 		$1.18M Sell
13,307
-200
-1% -$19.4K 0.33% 28
2022
Q1 		$1.37M Buy
13,507
+1,140
+9% +$115K 0.23% 30
2021
Q4 		$1.28M Buy
12,367
+2,997
+32% +$310K 0.15% 86
2021
Q3 		$1.02M Hold
9,370
– – 0.16% 82
2021
Q2 		$1M Buy
9,370
+532
+6% +$61.8K 0.14% 94
2021
Q1 		$1.05M Buy
8,838
+530
+6% +$60.8K 0.13% 79
2020
Q4 		$946K Buy
8,308
+1,562
+23% +$168K 0.22% 78
2020
Q3 		$695K Sell
6,746
-9,300
-58% -$926K 0.03% 83
2020
Q2 		$1.57M Buy
16,046
+8,658
+117% +$872K 0.67% 19
2020
Q1 		$702K Sell
7,388
-6,245
-46% -$694K 0.61% 36
2019
Q4 		$1.58M Buy
+13,633
New +$1.51M 0.98% 16

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

AdvisorShares Investments's FISV Position: Q4 2025 in Review

AdvisorShares Investments sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 34,204 shares — an estimated $4.41M sold.

AdvisorShares Investments first reported a position in FISV in Q4 2019 and held it in 24 quarters. The position peaked at $8.04M in Q3 2024. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • AdvisorShares Investments reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • AdvisorShares Investments sold 34,204 Fiserv Inc shares in Q4 2025, an estimated $4.41M.
  • AdvisorShares Investments first reported a position in Fiserv Inc in Q4 2019 and held it in 24 quarters.
  • AdvisorShares Investments's Fiserv Inc position peaked at $8.04M in Q3 2024.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on AdvisorShares Investments's 13F filing for Q4 2025, filed 10 Feb 2026.