Biltmore Family Office’s Fiserv Inc FISV Stock Holding History

Biltmore Family Office’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	-2,061	Closed	-$266K	–	336
2025 Q3	$266K	Buy	2,061 +61	+3%	+$8.74K	0.04%	193
2025 Q2	$345K	Hold	2,000	–	–	0.06%	158
2025 Q1	$442K	Hold	2,000	–	–	0.08%	141
2024 Q4	$411K	Hold	2,000	–	–	0.07%	137
2024 Q3	$359K	Hold	2,000	–	–	0.06%	157
2024 Q2	$298K	Hold	2,000	–	–	0.05%	155
2024 Q1	$320K	Hold	2,000	–	–	0.06%	149
2023 Q4	$266K	Hold	2,000	–	–	0.05%	161
2023 Q3	$226K	Hold	2,000	–	–	0.05%	170
2023 Q2	$252K	Sell	2,000 -42	-2%	-$4.94K	0.05%	162
2023 Q1	$231K	Sell	2,042 -1	-0%	-$110	0.05%	205
2022 Q4	$206K	Buy	+2,043	New	+$203K	0.04%	207
2022 Q2	–	Sell	-2,000	Closed	-$203K	–	215
2022 Q1	$203K	Hold	2,000	–	–	0.04%	172
2021 Q4	$208K	Hold	2,000	–	–	0.04%	188
2021 Q3	$217K	Hold	2,000	–	–	0.05%	168
2021 Q2	$214K	Hold	2,000	–	–	0.06%	153
2021 Q1	$238K	Sell	2,000 -2,000	-50%	-$230K	0.07%	140
2020 Q4	$455K	Hold	4,000	–	–	0.14%	98
2020 Q3	$412K	Hold	4,000	–	–	0.23%	90
2020 Q2	$390K	Sell	4,000 -2,000	-33%	-$201K	0.23%	94
2020 Q1	$570K	Hold	6,000	–	–	0.37%	71
2019 Q4	$694K	Hold	6,000	–	–	0.28%	78
2019 Q3	$622K	Buy	6,000 +3,000	+100%	+$306K	0.27%	85
2019 Q2	$273K	Hold	3,000	–	–	0.15%	120
2019 Q1	$265K	Hold	3,000	–	–	0.13%	130
2018 Q4	$220K	Hold	3,000	–	–	0.12%	131
2018 Q3	$247K	Hold	3,000	–	–	0.12%	135
2018 Q2	$222K	Sell	3,000 -3,000	-50%	-$218K	0.11%	136
2018 Q1	$428K	Buy	6,000 +2,900	+94%	+$204K	0.19%	111
2017 Q4	$203K	Buy	+3,100	New	+$200K	0.09%	150

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Biltmore Family Office's FISV Position: Q4 2025 in Review

Biltmore Family Office sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,061 shares — an estimated $266K sold.

Biltmore Family Office first reported a position in FISV in Q4 2017 and held it in 30 quarters. The position peaked at $694K in Q4 2019. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Biltmore Family Office reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Biltmore Family Office sold 2,061 Fiserv Inc shares in Q4 2025, an estimated $266K.
Biltmore Family Office first reported a position in Fiserv Inc in Q4 2017 and held it in 30 quarters.
Biltmore Family Office's Fiserv Inc position peaked at $694K in Q4 2019.
1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Biltmore Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.