Alpha Family Trust’s Fiserv Inc FISV Stock Holding History

Alpha Family Trust’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	-3,805	Closed	-$491K	–	200
2025 Q3	$491K	Hold	3,805	–	–	0.23%	77
2025 Q2	$656K	Hold	3,805	–	–	0.32%	55
2025 Q1	$840K	Hold	3,805	–	–	0.49%	44
2024 Q4	$782K	Hold	3,805	–	–	0.44%	36
2024 Q3	$684K	Hold	3,805	–	–	0.38%	50
2024 Q2	$567K	Hold	3,805	–	–	0.33%	57
2024 Q1	$608K	Hold	3,805	–	–	0.37%	51
2023 Q4	$505K	Hold	3,805	–	–	0.34%	55
2023 Q3	$430K	Hold	3,805	–	–	0.33%	61
2023 Q2	$480K	Hold	3,805	–	–	0.34%	50
2023 Q1	$430K	Hold	3,805	–	–	0.34%	54
2022 Q4	$385K	Buy	+3,805	New	+$379K	0.35%	56

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Alpha Family Trust's FISV Position: Q4 2025 in Review

Alpha Family Trust sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,805 shares — an estimated $491K sold.

Alpha Family Trust first reported a position in FISV in Q4 2022 and held it in 12 quarters. The position peaked at $840K in Q1 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Alpha Family Trust reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Alpha Family Trust sold 3,805 Fiserv Inc shares in Q4 2025, an estimated $491K.
Alpha Family Trust first reported a position in Fiserv Inc in Q4 2022 and held it in 12 quarters.
Alpha Family Trust's Fiserv Inc position peaked at $840K in Q1 2025.
1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Alpha Family Trust's 13F filing for Q4 2025, filed 12 Feb 2026.