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
2024
Q3 		– Sell
-100
Closed -$5.24K – 282
2024
Q2 		$5.24K Hold
100
– – ﹤0.01% 291
2024
Q1 		$6.5K Buy
+100
New +$14.6K ﹤0.01% 294
2023
Q4 		– Sell
-400
Closed -$7.31K – 289
2023
Q3 		$7.31K Hold
400
– – ﹤0.01% 260
2023
Q2 		$12.9K Hold
400
– – ﹤0.01% 266
2023
Q1 		$9.43K Hold
400
– – ﹤0.01% 280
2022
Q4 		$6.78K Hold
400
– – ﹤0.01% 281
2022
Q3 		$6K Buy
400
+100
+33% +$10.2K ﹤0.01% 257
2022
Q2 		$3K Hold
300
– – ﹤0.01% 314
2022
Q1 		$6K Buy
+300
New +$30.4K ﹤0.01% 334

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 $182B AUM 14.68% 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 $75B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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. 1,396 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.
  • 1,396 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.