CA
FISV

Claro Advisors’s Fiserv Inc FISV Stock Holding History

Claro Advisors’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
-1,623
Closed -$209K – 429
2025
Q3 		$209K Buy
1,623
+116
+8% +$16.6K 0.03% 382
2025
Q2 		$260K Sell
1,507
-470
-24% -$85.2K 0.04% 319
2025
Q1 		$437K Sell
1,977
-5
-0.3% -$1.09K 0.06% 296
2024
Q4 		$407K Sell
1,982
-106
-5% -$21.6K 0.06% 288
2024
Q3 		$375K Buy
2,088
+66
+3% +$10.9K 0.05% 322
2024
Q2 		$301K Sell
2,022
-54
-3% -$8.17K 0.05% 327
2024
Q1 		$332K Buy
2,076
+92
+5% +$13.4K 0.06% 300
2023
Q4 		$264K Buy
1,984
+15
+0.8% +$1.84K 0.06% 309
2023
Q3 		$222K Buy
1,969
+4
+0.2% +$493 0.06% 328
2023
Q2 		$248K Buy
1,965
+17
+0.9% +$2K 0.06% 301
2023
Q1 		$220K Sell
1,948
-37
-2% -$4.07K 0.06% 303
2022
Q4 		$201K Sell
1,985
-478
-19% -$47.6K 0.07% 286
2022
Q3 		$219K Hold
2,463
– – 0.09% 238
2022
Q2 		$219K Buy
2,463
+534
+28% +$51.8K 0.09% 238
2022
Q1 		$200K Hold
1,929
– – 0.07% 269
2021
Q4 		$200K Sell
1,929
-139
-7% -$14.4K 0.07% 269
2021
Q3 		$224K Buy
+2,068
New +$231K 0.09% 220
2021
Q2 		– Sell
-1,865
Closed -$222K – 239
2021
Q1 		$222K Buy
1,865
+96
+5% +$11K 0.11% 191
2020
Q4 		$201K Buy
+1,769
New +$191K 0.11% 202
2019
Q1 		– Sell
-1,276
Closed -$105K – 434
2018
Q4 		$105K Buy
+1,276
New +$98.6K 0.08% 221

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

Claro Advisors's FISV Position: Q4 2025 in Review

Claro Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,623 shares — an estimated $209K sold.

Claro Advisors first reported a position in FISV in Q4 2018 and held it in 20 quarters. The position peaked at $437K in Q1 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Claro Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Claro Advisors sold 1,623 Fiserv Inc shares in Q4 2025, an estimated $209K.
  • Claro Advisors first reported a position in Fiserv Inc in Q4 2018 and held it in 20 quarters.
  • Claro Advisors's Fiserv Inc position peaked at $437K in Q1 2025.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Claro Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.