Bowman & Company’s Fiserv Inc FISV Stock Holding History

Bowman & Company’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	$384K	Sell	5,717 -2,318	-29%	-$194K	0.16%	91
2025 Q3	$1.04M	Sell	8,035 -575	-7%	-$82.4K	0.44%	62
2025 Q2	$1.48M	Buy	8,610 +216	+3%	+$39.2K	0.66%	45
2025 Q1	$1.85M	Buy	8,394 +459	+6%	+$100K	0.91%	32
2024 Q4	$1.63M	Buy	7,935 +366	+5%	+$74.7K	0.84%	34
2024 Q3	$1.36M	Buy	7,569 +725	+11%	+$120K	0.71%	44
2024 Q2	$1.02M	Buy	6,844 +545	+9%	+$82.5K	0.59%	47
2024 Q1	$1.01M	Sell	6,299 -256	-4%	-$37.3K	0.61%	49
2023 Q4	$871K	Buy	6,555 +363	+6%	+$44.5K	0.61%	50
2023 Q3	$699K	Buy	6,192 +520	+9%	+$64K	0.56%	52
2023 Q2	$716K	Buy	5,672 +127	+2%	+$15K	0.54%	52
2023 Q1	$627K	Buy	5,545 +2,228	+67%	+$245K	0.46%	51
2022 Q4	$335K	Buy	+3,317	New	+$330K	0.26%	69

Other funds holding FISV

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return