CCA
FISV

Checchi Capital Advisers’s Fiserv Inc FISV Stock Holding History

Checchi Capital Advisers’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
-3,404
Closed -$439K – 561
2025
Q3 		$439K Sell
3,404
-642
-16% -$92K 0.02% 354
2025
Q2 		$698K Buy
4,046
+19
+0.5% +$3.45K 0.04% 275
2025
Q1 		$889K Sell
4,027
-19
-0.5% -$4.16K 0.05% 230
2024
Q4 		$831K Buy
4,046
+57
+1% +$11.6K 0.05% 226
2024
Q3 		$717K Buy
3,989
+35
+0.9% +$5.77K 0.04% 255
2024
Q2 		$589K Sell
3,954
-7
-0.2% -$1.06K 0.03% 287
2024
Q1 		$633K Sell
3,961
-42
-1% -$6.12K 0.05% 274
2023
Q4 		$532K Buy
4,003
+7
+0.2% +$859 0.04% 295
2023
Q3 		$451K Sell
3,996
-609
-13% -$75K 0.04% 311
2023
Q2 		$581K Buy
4,605
+24
+0.5% +$2.83K 0.05% 261
2023
Q1 		$518K Buy
4,581
+151
+3% +$16.6K 0.05% 281
2022
Q4 		$448K Sell
4,430
-241
-5% -$24K 0.05% 300
2022
Q3 		$437K Buy
4,671
+44
+1% +$4.48K 0.04% 298
2022
Q2 		$489K Sell
4,627
-209
-4% -$20.3K 0.04% 295
2022
Q1 		$490K Buy
4,836
+553
+13% +$56K 0.04% 265
2021
Q4 		$445K Sell
4,283
-68
-2% -$7.03K 0.04% 281
2021
Q3 		$472K Buy
4,351
+59
+1% +$6.59K 0.05% 258
2021
Q2 		$459K Sell
4,292
-880
-17% -$102K 0.05% 267
2021
Q1 		$616K Buy
5,172
+32
+0.6% +$3.67K 0.06% 204
2020
Q4 		$585K Sell
5,140
-271
-5% -$29.2K 0.06% 206
2020
Q3 		$558K Sell
5,411
-315
-6% -$31.4K 0.06% 193
2020
Q2 		$559K Buy
5,726
+813
+17% +$81.9K 0.07% 188
2020
Q1 		$467K Sell
4,913
-620
-11% -$68.9K 0.04% 180
2019
Q4 		$640K Sell
5,533
-131
-2% -$14.5K 0.09% 165
2019
Q3 		$587K Sell
5,664
-2,490
-31% -$254K 0.08% 170
2019
Q2 		$743K Buy
8,154
+341
+4% +$29.9K 0.09% 138
2019
Q1 		$690K Sell
7,813
-88
-1% -$7.26K 0.08% 140
2018
Q4 		$581K Sell
7,901
-839
-10% -$64.9K 0.08% 150
2018
Q3 		$720K Buy
8,740
+86
+1% +$6.75K 0.08% 156
2018
Q2 		$641K Buy
8,654
+88
+1% +$6.39K 0.08% 156
2018
Q1 		$611K Sell
8,566
-398
-4% -$28K 0.08% 157
2017
Q4 		$588K Buy
8,964
+4,634
+107% +$299K 0.08% 170
2017
Q3 		$279K Buy
4,330
+144
+3% +$8.95K 0.03% 294
2017
Q2 		$256K Sell
4,186
-570
-12% -$34.5K 0.03% 313
2017
Q1 		$274K Buy
4,756
+226
+5% +$12.7K 0.03% 306
2016
Q4 		$241K Buy
4,530
+54
+1% +$2.77K 0.03% 322
2016
Q3 		$223K Sell
4,476
-182
-4% -$9.54K 0.03% 335
2016
Q2 		$253K Buy
4,658
+230
+5% +$11.8K 0.03% 279
2016
Q1 		$227K Sell
4,428
-342
-7% -$16.2K 0.05% 305
2015
Q4 		$218K Buy
+4,770
New +$224K 0.06% 306

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

Checchi Capital Advisers's FISV Position: Q4 2025 in Review

Checchi Capital Advisers sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,404 shares — an estimated $439K sold.

Checchi Capital Advisers first reported a position in FISV in Q4 2015 and held it in 40 quarters. The position peaked at $889K in Q1 2025. 1,397 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Checchi Capital Advisers reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Checchi Capital Advisers sold 3,404 Fiserv Inc shares in Q4 2025, an estimated $439K.
  • Checchi Capital Advisers first reported a position in Fiserv Inc in Q4 2015 and held it in 40 quarters.
  • Checchi Capital Advisers's Fiserv Inc position peaked at $889K in Q1 2025.
  • 1,397 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Checchi Capital Advisers's 13F filing for Q4 2025, filed 27 Jan 2026.