AIA
FISV

Affinity Investment Advisors’s Fiserv Inc FISV Stock Holding History

Affinity Investment 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
Q2 		– Sell
-1,247
Closed -$275K – 145
2025
Q1 		$275K Buy
1,247
+196
+19% +$42.9K 0.22% 115
2024
Q4 		$216K Sell
1,051
-242
-19% -$49.4K 0.18% 122
2024
Q3 		$232K Buy
+1,293
New +$213K 0.16% 123
2020
Q4 		– Sell
-3,878
Closed -$400K – 159
2020
Q3 		$400K Sell
3,878
-1,180
-23% -$118K 0.18% 117
2020
Q2 		$494K Sell
5,058
-437
-8% -$44K 0.23% 110
2020
Q1 		$522K Sell
5,495
-8,641
-61% -$960K 0.27% 78
2019
Q4 		$1.64M Sell
14,136
-16,408
-54% -$1.81M 0.59% 53
2019
Q3 		$3.16M Buy
+30,544
New +$3.12M 0.99% 43

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Affinity Investment Advisors's FISV Position: Q2 2025 in Review

Affinity Investment Advisors sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,247 shares — an estimated $275K sold.

Affinity Investment Advisors first reported a position in FISV in Q3 2019 and held it in 8 quarters. The position peaked at $3.16M in Q3 2019. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Affinity Investment Advisors reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Affinity Investment Advisors sold 1,247 Fiserv Inc shares in Q2 2025, an estimated $275K.
  • Affinity Investment Advisors first reported a position in Fiserv Inc in Q3 2019 and held it in 8 quarters.
  • Affinity Investment Advisors's Fiserv Inc position peaked at $3.16M in Q3 2019.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Affinity Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.