AC
FISV

Avestar Capital’s Fiserv Inc FISV Stock Holding History

Avestar Capital’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
-3,555
Closed -$458K – 497
2025
Q3 		$458K Sell
3,555
-1,289
-27% -$185K 0.03% 353
2025
Q2 		$835K Buy
4,844
+674
+16% +$122K 0.06% 245
2025
Q1 		$921K Sell
4,170
-335
-7% -$73.3K 0.08% 198
2024
Q4 		$925K Buy
4,505
+494
+12% +$101K 0.08% 190
2024
Q3 		$721K Sell
4,011
-11
-0.3% -$1.81K 0.07% 203
2024
Q2 		$599K Buy
4,022
+430
+12% +$65.1K 0.06% 221
2024
Q1 		$574K Buy
3,592
+954
+36% +$139K 0.06% 222
2023
Q4 		$350K Buy
2,638
+766
+41% +$94K 0.04% 264
2023
Q3 		$211K Buy
1,872
+202
+12% +$24.9K 0.03% 320
2023
Q2 		$211K Buy
+1,670
New +$197K 0.03% 304
2021
Q4 		– Sell
-6,279
Closed -$681K – 456
2021
Q3 		$681K Sell
6,279
-900
-13% -$101K 0.09% 236
2021
Q2 		$767K Buy
7,179
+247
+4% +$28.7K 0.1% 220
2021
Q1 		$856K Buy
+6,932
New +$796K 0.19% 113
2019
Q3 		– Sell
-18
Closed -$1K – 405
2019
Q2 		$1K Hold
18
– – ﹤0.01% 748
2019
Q1 		$1K Hold
18
– – ﹤0.01% 729
2018
Q4 		$1K Hold
18
– – ﹤0.01% 722
2018
Q3 		$1K Hold
18
– – ﹤0.01% 704
2018
Q2 		$1K Hold
18
– – ﹤0.01% 759
2018
Q1 		$1K Hold
18
– – ﹤0.01% 715
2017
Q4 		$1K Buy
+18
New +$1.16K ﹤0.01% 693

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 $413B AUM 44.57% 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

Avestar Capital's FISV Position: Q4 2025 in Review

Avestar Capital sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,555 shares — an estimated $458K sold.

Avestar Capital first reported a position in FISV in Q4 2017 and held it in 20 quarters. The position peaked at $925K in Q4 2024. 1,397 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Avestar Capital reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Avestar Capital sold 3,555 Fiserv Inc shares in Q4 2025, an estimated $458K.
  • Avestar Capital first reported a position in Fiserv Inc in Q4 2017 and held it in 20 quarters.
  • Avestar Capital's Fiserv Inc position peaked at $925K in Q4 2024.
  • 1,397 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

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