BA
FISV

Bellwether Advisors’s Fiserv Inc FISV Stock Holding History

Bellwether 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
Q3 		– Sell
-343
Closed -$59.1K – 296
2025
Q2 		$59.1K Buy
343
+240
+233% +$43.5K 0.01% 209
2025
Q1 		$22.7K Hold
103
– – ﹤0.01% 267
2024
Q4 		$21.2K Buy
+103
New +$21K ﹤0.01% 279
2022
Q4 		– Sell
-3,580
Closed -$334K – 490
2022
Q3 		$334K Buy
3,580
+3,559
+16,948% +$363K 0.11% 88
2022
Q2 		$1K Hold
21
– – ﹤0.01% 354
2022
Q1 		$2K Hold
21
– – ﹤0.01% 452
2021
Q4 		$2K Hold
21
– – ﹤0.01% 497
2021
Q3 		$2K Hold
21
– – ﹤0.01% 467
2021
Q2 		$2K Hold
21
– – ﹤0.01% 373
2021
Q1 		$2K Buy
+21
New +$2.41K ﹤0.01% 343

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Advisors's FISV Position: Q3 2025 in Review

Bellwether Advisors sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 343 shares — an estimated $59.1K sold.

Bellwether Advisors first reported a position in FISV in Q1 2021 and held it in 10 quarters. The position peaked at $334K in Q3 2022. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Bellwether Advisors reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 343 Fiserv Inc shares in Q3 2025, an estimated $59.1K.
  • Bellwether Advisors first reported a position in Fiserv Inc in Q1 2021 and held it in 10 quarters.
  • Bellwether Advisors's Fiserv Inc position peaked at $334K in Q3 2022.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.