ClearBridge Investments
FISV

ClearBridge Investments’s Fiserv Inc FISV Stock Holding History

ClearBridge Investments’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
-605,787
Closed -$78.1M – 713
2025
Q3 		$78.1M Buy
605,787
+34,430
+6% +$4.93M 0.06% 272
2025
Q2 		$98.5M Sell
571,357
-6,478
-1% -$1.17M 0.08% 234
2025
Q1 		$128M Sell
577,835
-140,172
-20% -$30.7M 0.11% 186
2024
Q4 		$147M Sell
718,007
-384,821
-35% -$78.6M 0.12% 170
2024
Q3 		$198M Sell
1,102,828
-126,780
-10% -$20.9M 0.16% 138
2024
Q2 		$183M Sell
1,229,608
-2,044
-0.2% -$309K 0.15% 148
2024
Q1 		$197M Buy
1,231,652
+38,656
+3% +$5.63M 0.16% 143
2023
Q4 		$158M Buy
1,192,996
+22,119
+2% +$2.71M 0.14% 168
2023
Q3 		$132M Sell
1,170,877
-5,700
-0.5% -$702K 0.13% 174
2023
Q2 		$148M Buy
1,176,577
+68,892
+6% +$8.11M 0.13% 160
2023
Q1 		$125M Buy
1,107,685
+140
+0% +$15.4K 0.12% 174
2022
Q4 		$112M Buy
1,107,545
+55,831
+5% +$5.56M 0.11% 191
2022
Q3 		$98.4M Buy
1,051,714
+74,601
+8% +$7.6M 0.1% 197
2022
Q2 		$86.9M Buy
977,113
+6,448
+0.7% +$625K 0.08% 229
2022
Q1 		$98.4M Buy
970,665
+110,146
+13% +$11.1M 0.07% 244
2021
Q4 		$89.3M Buy
+860,519
New +$89M 0.06% 261
2014
Q3 		– Sell
-3,140
Closed -$95K – 1179
2014
Q2 		$95K Buy
+3,140
New +$93.1K ﹤0.01% 896

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 $75B 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 $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 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 $166B AUM 43.98% 1-Year Est. Return

ClearBridge Investments's FISV Position: Q4 2025 in Review

ClearBridge Investments sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 605,787 shares — an estimated $78.1M sold.

ClearBridge Investments first reported a position in FISV in Q2 2014 and held it in 17 quarters. The position peaked at $198M in Q3 2024. 1,396 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • ClearBridge Investments reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • ClearBridge Investments sold 605,787 Fiserv Inc shares in Q4 2025, an estimated $78.1M.
  • ClearBridge Investments first reported a position in Fiserv Inc in Q2 2014 and held it in 17 quarters.
  • ClearBridge Investments's Fiserv Inc position peaked at $198M in Q3 2024.
  • 1,396 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on ClearBridge Investments's 13F filing for Q4 2025, filed 11 Feb 2026.