BW
FISV

Blalock Williams’s Fiserv Inc FISV Stock Holding History

Blalock Williams’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
-2,611
Closed -$337K – 137
2025
Q3 		$337K Buy
2,611
+83
+3% +$11.9K 0.29% 83
2025
Q2 		$436K Buy
2,528
+242
+11% +$43.9K 0.44% 63
2025
Q1 		$505K Buy
2,286
+206
+10% +$45.1K 0.57% 50
2024
Q4 		$427K Buy
+2,080
New +$425K 0.5% 53

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Blalock Williams's FISV Position: Q4 2025 in Review

Blalock Williams sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,611 shares — an estimated $337K sold.

Blalock Williams first reported a position in FISV in Q4 2024 and held it in 4 quarters. The position peaked at $505K in Q1 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Blalock Williams reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Blalock Williams sold 2,611 Fiserv Inc shares in Q4 2025, an estimated $337K.
  • Blalock Williams first reported a position in Fiserv Inc in Q4 2024 and held it in 4 quarters.
  • Blalock Williams's Fiserv Inc position peaked at $505K in Q1 2025.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Blalock Williams's 13F filing for Q4 2025, filed 2 Feb 2026.