BIA
FISV

Barry Investment Advisors’s Fiserv Inc FISV Stock Holding History

Barry Investment Advisors’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
Q1 		– Sell
-13,513
Closed -$2.78M – 108
2024
Q4 		$2.78M Sell
13,513
-2,493
-16% -$509K 0.89% 32
2024
Q3 		$2.88M Sell
16,006
-2,607
-14% -$430K 0.88% 31
2024
Q2 		$2.77M Sell
18,613
-1,266
-6% -$192K 0.93% 30
2024
Q1 		$3.18M Sell
19,879
-235
-1% -$34.2K 1.06% 29
2023
Q4 		$2.67M Sell
20,114
-2,149
-10% -$264K 0.9% 31
2023
Q3 		$2.51M Sell
22,263
-2,064
-8% -$254K 0.91% 32
2023
Q2 		$3.07M Sell
24,327
-1,463
-6% -$172K 1.04% 34
2023
Q1 		$2.92M Sell
25,790
-595
-2% -$65.5K 0.96% 33
2022
Q4 		$2.67M Sell
26,385
-1,577
-6% -$157K 0.84% 34
2022
Q3 		$2.62M Sell
27,962
-5,090
-15% -$519K 0.9% 36
2022
Q2 		$2.94M Sell
33,052
-10,433
-24% -$1.01M 0.88% 34
2022
Q1 		$4.41M Buy
43,485
+383
+0.9% +$38.8K 1.17% 31
2021
Q4 		$4.47M Sell
43,102
-4,931
-10% -$510K 1.18% 28
2021
Q3 		$5.21M Sell
48,033
-2,308
-5% -$258K 1.44% 26
2021
Q2 		$5.38M Sell
50,341
-4,296
-8% -$499K 1.44% 27
2021
Q1 		$6.5M Buy
+54,637
New +$6.27M 1.79% 24

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barry Investment Advisors's FISV Position: Q1 2025 in Review

Barry Investment Advisors sold out of Fiserv Inc (FISV) in Q1 2025, closing a stake of 13,513 shares — an estimated $2.78M sold.

Barry Investment Advisors first reported a position in FISV in Q1 2021 and held it in 16 quarters. The position peaked at $6.5M in Q1 2021. 1,934 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Barry Investment Advisors reported no remaining Fiserv Inc position as of Q1 2025 after selling out during the quarter.
  • Barry Investment Advisors sold 13,513 Fiserv Inc shares in Q1 2025, an estimated $2.78M.
  • Barry Investment Advisors first reported a position in Fiserv Inc in Q1 2021 and held it in 16 quarters.
  • Barry Investment Advisors's Fiserv Inc position peaked at $6.5M in Q1 2021.
  • 1,934 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Barry Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.