Citizens Business Bank’s Fiserv Inc FISV Stock Holding History

Citizens Business Bank’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	-2,156	Closed	-$278K	–	142
2025 Q3	$278K	Buy	+2,156	New	+$309K	0.05%	128
2022 Q3	–	Sell	-12,387	Closed	-$1.1M	–	165
2022 Q2	$1.1M	Sell	12,387 -108	-0.9%	-$10.5K	0.16%	145
2022 Q1	$1.27M	Sell	12,495 -26,717	-68%	-$2.7M	0.15%	146
2021 Q4	$4.07M	Buy	39,212 +2,280	+6%	+$236K	0.5%	51
2021 Q3	$4.01M	Buy	36,932 +416	+1%	+$46.5K	0.53%	47
2021 Q2	$3.9M	Buy	36,516 +6,489	+22%	+$754K	0.51%	47
2021 Q1	$3.57M	Sell	30,027 -1,924	-6%	-$221K	0.5%	51
2020 Q4	$3.64M	Sell	31,951 -1,120	-3%	-$121K	0.54%	48
2020 Q3	$3.41M	Sell	33,071 -392	-1%	-$39K	0.58%	42
2020 Q2	$3.27M	Sell	33,463 -1,982	-6%	-$200K	0.58%	42
2020 Q1	$3.37M	Sell	35,445 -1,035	-3%	-$115K	0.69%	32
2019 Q4	$4.22M	Sell	36,480 -1,015	-3%	-$112K	0.7%	30
2019 Q3	$3.88M	Sell	37,495 -1,015	-3%	-$104K	0.64%	37
2019 Q2	$3.51M	Sell	38,510 -3,300	-8%	-$289K	0.58%	39
2019 Q1	$3.69M	Sell	41,810 -976	-2%	-$80.5K	0.64%	35
2018 Q4	$3.15M	Sell	42,786 -5,505	-11%	-$426K	0.61%	36
2018 Q3	$3.98M	Sell	48,291 -3,690	-7%	-$290K	0.67%	32
2018 Q2	$3.85M	Sell	51,981 -7,821	-13%	-$568K	0.67%	34
2018 Q1	$4.26M	Sell	59,802 -932	-2%	-$65.5K	0.75%	28
2017 Q4	$3.98M	Sell	60,734 -1,488	-2%	-$96.1K	0.65%	35
2017 Q3	$4.01M	Sell	62,222 -1,154	-2%	-$71.7K	0.67%	29
2017 Q2	$3.88M	Sell	63,376 -1,466	-2%	-$88.7K	0.64%	33
2017 Q1	$3.74M	Buy	64,842 +642	+1%	+$36K	0.63%	36
2016 Q4	$3.41M	Sell	64,200 -192	-0.3%	-$9.86K	0.61%	35
2016 Q3	$3.2M	Sell	64,392 -884	-1%	-$46.4K	0.6%	44
2016 Q2	$3.55M	Sell	65,276 -30,880	-32%	-$1.59M	0.67%	40
2016 Q1	$4.93M	Sell	96,156 -5,354	-5%	-$254K	0.93%	20
2015 Q4	$4.64M	Sell	101,510 -4,494	-4%	-$211K	0.9%	20
2015 Q3	$4.59M	Sell	106,004 -21,366	-17%	-$924K	0.86%	20
2015 Q2	$5.28M	Sell	127,370 -2,294	-2%	-$92.2K	0.92%	17
2015 Q1	$5.15M	Sell	129,664 -7,744	-6%	-$295K	0.91%	21
2014 Q4	$4.88M	Sell	137,408 -2,568	-2%	-$87.9K	0.88%	21
2014 Q3	$4.52M	Buy	139,976 +1,760	+1%	+$55.6K	0.87%	23
2014 Q2	$4.17M	Sell	138,216 -508	-0.4%	-$15.1K	0.8%	29
2014 Q1	$3.93M	Buy	138,724 +70,822	+104%	+$2.03M	0.76%	29
2013 Q4	$2M	Buy	67,902 +10,986	+19%	+$296K	0.4%	78
2013 Q3	$1.44M	Buy	56,916 +18,056	+46%	+$437K	0.31%	93
2013 Q2	$849K	Buy	+38,860	New	+$852K	0.19%	131

Other funds holding FISV

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Citizens Business Bank's FISV Position: Q4 2025 in Review

Citizens Business Bank sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,156 shares — an estimated $278K sold.

Citizens Business Bank first reported a position in FISV in Q2 2013 and held it in 38 quarters. The position peaked at $5.28M in Q2 2015. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Citizens Business Bank reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Citizens Business Bank sold 2,156 Fiserv Inc shares in Q4 2025, an estimated $278K.
Citizens Business Bank first reported a position in Fiserv Inc in Q2 2013 and held it in 38 quarters.
Citizens Business Bank's Fiserv Inc position peaked at $5.28M in Q2 2015.
1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Citizens Business Bank's 13F filing for Q4 2025, filed 2 Feb 2026.