ACM
FISV

Allred Capital Management’s Fiserv Inc FISV Stock Holding History

Allred Capital Management’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
-6,269
Closed -$808K – 162
2025
Q3 		$808K Buy
6,269
+720
+13% +$103K 0.28% 85
2025
Q2 		$957K Buy
5,549
+174
+3% +$31.6K 0.36% 66
2025
Q1 		$1.19M Buy
5,375
+454
+9% +$99.4K 0.47% 50
2024
Q4 		$1.01M Buy
4,921
+199
+4% +$40.6K 0.39% 56
2024
Q3 		$848K Buy
4,722
+245
+5% +$40.4K 0.33% 72
2024
Q2 		$667K Buy
4,477
+595
+15% +$90.1K 0.26% 88
2024
Q1 		$620K Buy
3,882
+1,480
+62% +$216K 0.24% 93
2023
Q4 		$319K Sell
2,402
-5
-0.2% -$614 0.14% 132
2023
Q3 		$272K Sell
2,407
-16
-0.7% -$1.97K 0.14% 129
2023
Q2 		$306K Sell
2,423
-94
-4% -$11.1K 0.15% 118
2023
Q1 		$284K Buy
+2,517
New +$277K 0.15% 122
2021
Q2 		– Sell
-111
Closed -$13.2K – 384
2021
Q1 		$13.2K Buy
+111
New +$12.7K 0.01% 585
2020
Q1 		– Sell
-114
Closed -$13.2K – 329
2019
Q4 		$13.2K Buy
+114
New +$12.6K 0.01% 553

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

Allred Capital Management's FISV Position: Q4 2025 in Review

Allred Capital Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 6,269 shares — an estimated $808K sold.

Allred Capital Management first reported a position in FISV in Q4 2019 and held it in 13 quarters. The position peaked at $1.19M in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Allred Capital Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Allred Capital Management sold 6,269 Fiserv Inc shares in Q4 2025, an estimated $808K.
  • Allred Capital Management first reported a position in Fiserv Inc in Q4 2019 and held it in 13 quarters.
  • Allred Capital Management's Fiserv Inc position peaked at $1.19M in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Allred Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.