Bell Asset Management’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-45,267
| Closed | -$5.84M | – | 62 |
|
|
2025
Q3 | $5.84M | Sell |
45,267
-5,761
| -11% | -$826K | 1.6% | 14 |
|
|
2025
Q2 | $8.8M | Buy |
51,028
+1,513
| +3% | +$274K | 1.94% | 10 |
|
|
2025
Q1 | $10.9M | Sell |
49,515
-25,957
| -34% | -$5.68M | 2.01% | 9 |
|
|
2024
Q4 | $15.5M | Sell |
75,472
-7,264
| -9% | -$1.48M | 2.82% | 6 |
|
|
2024
Q3 | $14.9M | Sell |
82,736
-31,258
| -27% | -$5.16M | 2.72% | 6 |
|
|
2024
Q2 | $17M | Buy |
113,994
+27,466
| +32% | +$4.16M | 2.38% | 7 |
|
|
2024
Q1 | $13.8M | Sell |
86,528
-364
| -0.4% | -$53K | 2.03% | 8 |
|
|
2023
Q4 | $11.5M | Sell |
86,892
-3,318
| -4% | -$407K | 1.76% | 11 |
|
|
2023
Q3 | $10.2M | Buy |
90,210
+8,825
| +11% | +$1.09M | 1.68% | 16 |
|
|
2023
Q2 | $10.3M | Sell |
81,385
-300
| -0.4% | -$35.3K | 1.76% | 15 |
|
|
2023
Q1 | $9.23M | Sell |
81,685
-20,717
| -20% | -$2.28M | 1.69% | 23 |
|
|
2022
Q4 | $10.3M | Sell |
102,402
-18,728
| -15% | -$1.87M | 1.94% | 18 |
|
|
2022
Q3 | $11.3M | Sell |
121,130
-20,441
| -14% | -$2.08M | 2.3% | 10 |
|
|
2022
Q2 | $12.6M | Buy |
141,571
+3,771
| +3% | +$366K | 2.49% | 7 |
|
|
2022
Q1 | $14M | Buy |
137,800
+10,431
| +8% | +$1.06M | 2.4% | 7 |
|
|
2021
Q4 | $13.2M | Buy |
127,369
+826
| +0.7% | +$85.4K | 2.13% | 12 |
|
|
2021
Q3 | $13.7M | Buy |
126,543
+23,693
| +23% | +$2.65M | 2.34% | 5 |
|
|
2021
Q2 | $11M | Sell |
102,850
-10,067
| -9% | -$1.17M | 2.15% | 7 |
|
|
2021
Q1 | $13.4M | Sell |
112,917
-1,030
| -0.9% | -$118K | 2.89% | 5 |
|
|
2020
Q4 | $13M | Buy |
113,947
+13,447
| +13% | +$1.45M | 2.84% | 5 |
|
|
2020
Q3 | $10.4M | Buy |
100,500
+24,663
| +33% | +$2.46M | 2.58% | 6 |
|
|
2020
Q2 | $7.4M | Buy |
75,837
+23,347
| +44% | +$2.35M | 2.01% | 14 |
|
|
2020
Q1 | $4.99M | Buy |
52,490
+11,735
| +29% | +$1.3M | 1.55% | 33 |
|
|
2019
Q4 | $4.71M | Sell |
40,755
-17,146
| -30% | -$1.89M | 1.21% | 47 |
|
|
2019
Q3 | $6M | Sell |
57,901
-27,628
| -32% | -$2.82M | 0.92% | 59 |
|
|
2019
Q2 | $7.8M | Buy |
85,529
+860
| +1% | +$75.4K | 1.26% | 46 |
|
|
2019
Q1 | $7.47M | Buy |
84,669
+5,078
| +6% | +$419K | 1.28% | 49 |
|
|
2018
Q4 | $5.85M | Buy |
79,591
+10,727
| +16% | +$829K | 1.23% | 50 |
|
|
2018
Q3 | $5.67M | Sell |
68,864
-6,054
| -8% | -$475K | 1.18% | 48 |
|
|
2018
Q2 | $5.56M | Buy |
74,918
+676
| +0.9% | +$49.1K | 1.34% | 41 |
|
|
2018
Q1 | $6.9M | Sell |
74,242
-9,680
| -12% | -$681K | 1.38% | 43 |
|
|
2017
Q4 | $5.5M | Buy |
+83,922
| New | +$5.42M | 1.32% | 44 |
|
Other funds holding FISV
Bell Asset Management's FISV Position: Q4 2025 in Review
Bell Asset Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 45,267 shares — an estimated $5.84M sold.
Bell Asset Management first reported a position in FISV in Q4 2017 and held it in 32 quarters. The position peaked at $17M in Q2 2024. 1,400 funds tracked by Wall St. Rank hold FISV as of Q4 2025.
- Bell Asset Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
- Bell Asset Management sold 45,267 Fiserv Inc shares in Q4 2025, an estimated $5.84M.
- Bell Asset Management first reported a position in Fiserv Inc in Q4 2017 and held it in 32 quarters.
- Bell Asset Management's Fiserv Inc position peaked at $17M in Q2 2024.
- 1,400 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.
Based on Bell Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.