ACI
FISV

Alpha Cubed Investments’s Fiserv Inc FISV Stock Holding History

Alpha Cubed 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 		$206K Sell
3,063
-1,296
-30% -$108K 0.01% 279
2025
Q3 		$562K Sell
4,359
-123,251
-97% -$17.7M 0.02% 167
2025
Q2 		$22M Buy
127,610
+107,812
+545% +$19.6M 0.83% 33
2025
Q1 		$4.37M Sell
19,798
-524
-3% -$115K 0.2% 66
2024
Q4 		$4.17M Sell
20,322
-700
-3% -$143K 0.19% 64
2024
Q3 		$3.78M Sell
21,022
-2,077
-9% -$343K 0.17% 67
2024
Q2 		$3.44M Sell
23,099
-4,238
-16% -$642K 0.16% 68
2024
Q1 		$4.37M Sell
27,337
-135,271
-83% -$19.7M 0.23% 66
2023
Q4 		$21.6M Buy
162,608
+16,108
+11% +$1.98M 1.21% 27
2023
Q3 		$16.5M Buy
146,500
+28,472
+24% +$3.51M 1.11% 33
2023
Q2 		$14.9M Buy
118,028
+10,883
+10% +$1.28M 1% 38
2023
Q1 		$12.1M Buy
107,145
+36,244
+51% +$3.99M 0.88% 41
2022
Q4 		$7.17M Buy
70,901
+1,002
+1% +$99.8K 0.54% 55
2022
Q3 		$6.54M Buy
69,899
+18,958
+37% +$1.93M 0.51% 54
2022
Q2 		$4.53M Buy
50,941
+32,771
+180% +$3.18M 0.33% 62
2022
Q1 		$1.84M Sell
18,170
-5,882
-24% -$595K 0.12% 101
2021
Q4 		$2.5M Sell
24,052
-14,440
-38% -$1.49M 0.16% 83
2021
Q3 		$4.18M Buy
38,492
+33,290
+640% +$3.72M 0.31% 65
2021
Q2 		$556K Sell
5,202
-14,583
-74% -$1.7M 0.04% 154
2021
Q1 		$2.35M Buy
19,785
+5,755
+41% +$660K 0.18% 85
2020
Q4 		$1.6M Buy
+14,030
New +$1.51M 0.14% 94

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

Alpha Cubed Investments's FISV Position: Q4 2025 in Review

Alpha Cubed Investments reduced its Fiserv Inc (FISV) stake by 30% in Q4 2025, selling an estimated $108K and leaving 3,063 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #279.

Alpha Cubed Investments first reported a position in FISV in Q4 2020 and has held it in 21 quarters since. The position peaked at $22M in Q2 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Alpha Cubed Investments held 3,063 shares of Fiserv Inc worth $206K as of Q4 2025.
  • Alpha Cubed Investments sold 1,296 Fiserv Inc shares in Q4 2025, an estimated $108K.
  • Fiserv Inc made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #279 holding.
  • Alpha Cubed Investments first reported a position in Fiserv Inc in Q4 2020 and has held it in 21 quarters since.
  • Alpha Cubed Investments's Fiserv Inc position peaked at $22M in Q2 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.