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FISV

Bison Wealth’s Fiserv Inc FISV Stock Holding History

Bison Wealth’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
2024
Q4 		$472K Buy
2,299
+116
+5% +$23.7K 0.1% 165
2024
Q3 		$392K Buy
+2,183
New +$360K 0.06% 275
2021
Q2 		– Sell
-2,000
Closed -$238K – 468
2021
Q1 		$238K Sell
2,000
-1,620
-45% -$186K 0.1% 213
2020
Q4 		$412K Buy
+3,620
New +$390K 0.19% 130

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bison Wealth's FISV Position: Q4 2024 in Review

Bison Wealth increased its Fiserv Inc (FISV) stake by 5.3% in Q4 2024, buying an estimated $23.7K and bringing the position to 2,299 shares worth $472K. The position accounts for 0.1% of the portfolio, ranked #165.

Bison Wealth first reported a position in FISV in Q4 2020 and has held it in 4 quarters since. 1,898 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Bison Wealth held 2,299 shares of Fiserv Inc worth $472K as of Q4 2024.
  • Bison Wealth bought 116 Fiserv Inc shares in Q4 2024, an estimated $23.7K.
  • Fiserv Inc made up 0.1% of Bison Wealth's portfolio in Q4 2024, its #165 holding.
  • Bison Wealth first reported a position in Fiserv Inc in Q4 2020 and has held it in 4 quarters since.
  • 1,898 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.