BFAG
FISV

Blackston Financial Advisory Group’s Fiserv Inc FISV Stock Holding History

Blackston Financial Advisory Group’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
-1,180
Closed -$203K – 112
2025
Q2 		$203K Hold
1,180
– – 0.13% 102
2025
Q1 		$261K Sell
1,180
-346
-23% -$75.8K 0.18% 73
2024
Q4 		$313K Hold
1,526
– – 0.16% 100
2024
Q3 		$274K Sell
1,526
-16
-1% -$2.64K 0.14% 108
2024
Q2 		$230K Buy
+1,542
New +$233K 0.13% 76

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

Blackston Financial Advisory Group's FISV Position: Q3 2025 in Review

Blackston Financial Advisory Group sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,180 shares — an estimated $203K sold.

Blackston Financial Advisory Group first reported a position in FISV in Q2 2024 and held it in 5 quarters. The position peaked at $313K in Q4 2024. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Blackston Financial Advisory Group reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 1,180 Fiserv Inc shares in Q3 2025, an estimated $203K.
  • Blackston Financial Advisory Group first reported a position in Fiserv Inc in Q2 2024 and held it in 5 quarters.
  • Blackston Financial Advisory Group's Fiserv Inc position peaked at $313K in Q4 2024.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Blackston Financial Advisory Group's 13F filing for Q3 2025, filed 12 Nov 2025.