BFA
FISV

Beaumont Financial Advisors’s Fiserv Inc FISV Stock Holding History

Beaumont Financial 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
Q4 		– Sell
-4,374
Closed -$564K – 385
2025
Q3 		$564K Buy
4,374
+1,351
+45% +$194K 0.04% 224
2025
Q2 		$521K Buy
3,023
+190
+7% +$34.5K 0.04% 214
2025
Q1 		$626K Buy
2,833
+623
+28% +$136K 0.05% 198
2024
Q4 		$454K Buy
+2,210
New +$451K 0.03% 232
2021
Q4 		– Sell
-2,279
Closed -$250K – 360
2021
Q3 		$250K Sell
2,279
-6
-0.3% -$670 0.02% 299
2021
Q2 		$244K Buy
2,285
+363
+19% +$42.2K 0.02% 332
2021
Q1 		$229K Sell
1,922
-106
-5% -$12.2K 0.02% 315
2020
Q4 		$231K Buy
+2,028
New +$219K 0.02% 305

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 $3.38T AUM 44.17% 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 $416B AUM 44.19% 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

Beaumont Financial Advisors's FISV Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 4,374 shares — an estimated $564K sold.

Beaumont Financial Advisors first reported a position in FISV in Q4 2020 and held it in 8 quarters. The position peaked at $626K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Beaumont Financial Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 4,374 Fiserv Inc shares in Q4 2025, an estimated $564K.
  • Beaumont Financial Advisors first reported a position in Fiserv Inc in Q4 2020 and held it in 8 quarters.
  • Beaumont Financial Advisors's Fiserv Inc position peaked at $626K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.