Arcadia Investment Management’s Fiserv Inc FISV Stock Holding History

Arcadia Investment 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	-211	Closed	-$27.2K	–	390
2025 Q3	$27.2K	Sell	211 -285	-57%	-$40.8K	﹤0.01%	194
2025 Q2	$85.5K	Sell	496 -285	-36%	-$51.7K	0.01%	165
2025 Q1	$172K	Hold	781	–	–	0.03%	125
2024 Q4	$160K	Hold	781	–	–	0.03%	134
2024 Q3	$140K	Hold	781	–	–	0.02%	143
2024 Q2	$116K	Hold	781	–	–	0.02%	146
2024 Q1	$125K	Hold	781	–	–	0.02%	144
2023 Q4	$104K	Buy	781 +286	+58%	+$35.1K	0.02%	161
2023 Q3	$55.9K	Hold	495	–	–	0.01%	203
2023 Q2	$62.4K	Hold	495	–	–	0.01%	206
2023 Q1	$56K	Hold	495	–	–	0.01%	225
2022 Q4	$50K	Sell	495 -500	-50%	-$49.8K	0.01%	223
2022 Q3	$93K	Sell	995 -500	-33%	-$51K	0.02%	151
2022 Q2	$133K	Buy	1,495 +211	+16%	+$20.5K	0.03%	144
2022 Q1	$130K	Sell	1,284 -1,368	-52%	-$138K	0.02%	153
2021 Q4	$275K	Buy	2,652 +852	+47%	+$88.1K	0.05%	127
2021 Q3	$195K	Hold	1,800	–	–	0.04%	137
2021 Q2	$192K	Sell	1,800 -1,200	-40%	-$140K	0.04%	140
2021 Q1	$357K	Hold	3,000	–	–	0.07%	111
2020 Q4	$342K	Sell	3,000 -300	-9%	-$32.3K	0.07%	100
2020 Q3	$340K	Hold	3,300	–	–	0.07%	103
2020 Q2	$322K	Hold	3,300	–	–	0.08%	100
2020 Q1	$313K	Hold	3,300	–	–	0.09%	102
2019 Q4	$382K	Sell	3,300 -300	-8%	-$33.1K	0.1%	101
2019 Q3	$373K	Hold	3,600	–	–	0.1%	100
2019 Q2	$328K	Sell	3,600 -500	-12%	-$43.8K	0.09%	101
2019 Q1	$362K	Hold	4,100	–	–	0.1%	94
2018 Q4	$301K	Hold	4,100	–	–	0.1%	97
2018 Q3	$338K	Sell	4,100 -700	-15%	-$54.9K	0.09%	99
2018 Q2	$356K	Hold	4,800	–	–	0.1%	98
2018 Q1	$342K	Hold	4,800	–	–	0.1%	98
2017 Q4	$315K	Hold	4,800	–	–	0.09%	103
2017 Q3	$310K	Hold	4,800	–	–	0.09%	104
2017 Q2	$294K	Hold	4,800	–	–	0.09%	109
2017 Q1	$277K	Hold	4,800	–	–	0.09%	112
2016 Q4	$255K	Hold	4,800	–	–	0.08%	110
2016 Q3	$239K	Sell	4,800 -1,000	-17%	-$52.4K	0.08%	110
2016 Q2	$315K	Hold	5,800	–	–	0.1%	94
2016 Q1	$297K	Hold	5,800	–	–	0.1%	96
2015 Q4	$265K	Sell	5,800 -600	-9%	-$28.2K	0.08%	103
2015 Q3	$277K	Hold	6,400	–	–	0.08%	92
2015 Q2	$265K	Hold	6,400	–	–	0.07%	96
2015 Q1	$254K	Hold	6,400	–	–	0.07%	93
2014 Q4	$227K	Sell	6,400 -600	-9%	-$20.5K	0.06%	98
2014 Q3	$226K	Hold	7,000	–	–	0.07%	96
2014 Q2	$211K	Buy	+7,000	New	+$208K	0.06%	96
2014 Q1	–	Sell	-7,000	Closed	-$207K	–	106
2013 Q4	$207K	Buy	+7,000	New	+$189K	0.05%	109

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 $3.38T AUM 44.17% 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

Arcadia Investment Management's FISV Position: Q4 2025 in Review

Arcadia Investment Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 211 shares — an estimated $27.2K sold.

Arcadia Investment Management first reported a position in FISV in Q4 2013 and held it in 47 quarters. The position peaked at $382K in Q4 2019. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Arcadia Investment Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Arcadia Investment Management sold 211 Fiserv Inc shares in Q4 2025, an estimated $27.2K.
Arcadia Investment Management first reported a position in Fiserv Inc in Q4 2013 and held it in 47 quarters.
Arcadia Investment Management's Fiserv Inc position peaked at $382K in Q4 2019.
1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

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