CRA Financial Services’s Fiserv Inc FISV Stock Holding History

CRA Financial Services’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	-2,894	Closed	-$373K	–	297
2025 Q3	$373K	Buy	2,894 +37	+1%	+$5.3K	0.05%	205
2025 Q2	$493K	Hold	2,857	–	–	0.08%	164
2025 Q1	$631K	Hold	2,857	–	–	0.11%	135
2024 Q4	$587K	Buy	2,857 +14	+0.5%	+$2.86K	0.1%	138
2024 Q3	$511K	Hold	2,843	–	–	0.09%	135
2024 Q2	$424K	Hold	2,843	–	–	0.09%	145
2024 Q1	$454K	Hold	2,843	–	–	0.1%	134
2023 Q4	$378K	Hold	2,843	–	–	0.09%	133
2023 Q3	$321K	Hold	2,843	–	–	0.09%	141
2023 Q2	$359K	Hold	2,843	–	–	0.1%	134
2023 Q1	$321K	Hold	2,843	–	–	0.1%	141
2022 Q4	$287K	Hold	2,843	–	–	0.09%	146
2022 Q3	$266K	Hold	2,843	–	–	0.1%	151
2022 Q2	$253K	Hold	2,843	–	–	0.09%	162
2022 Q1	$288K	Hold	2,843	–	–	0.09%	154
2021 Q4	$295K	Buy	2,843 +49	+2%	+$5.07K	0.09%	155
2021 Q3	$303K	Hold	2,794	–	–	0.1%	147
2021 Q2	$299K	Hold	2,794	–	–	0.1%	142
2021 Q1	$333K	Hold	2,794	–	–	0.13%	116
2020 Q4	$318K	Hold	2,794	–	–	0.13%	115
2020 Q3	$288K	Hold	2,794	–	–	0.14%	111
2020 Q2	$273K	Hold	2,794	–	–	0.14%	106
2020 Q1	$265K	Hold	2,794	–	–	0.17%	105
2019 Q4	$323K	Hold	2,794	–	–	0.18%	108
2019 Q3	$289K	Hold	2,794	–	–	0.17%	106
2019 Q2	$255K	Buy	+2,794	New	+$245K	0.15%	117

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 $5.72T AUM 30.48% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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 $166B AUM 43.98% 1-Year Est. Return

CRA Financial Services's FISV Position: Q4 2025 in Review

CRA Financial Services sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,894 shares — an estimated $373K sold.

CRA Financial Services first reported a position in FISV in Q2 2019 and held it in 26 quarters. The position peaked at $631K in Q1 2025. 1,394 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

CRA Financial Services reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
CRA Financial Services sold 2,894 Fiserv Inc shares in Q4 2025, an estimated $373K.
CRA Financial Services first reported a position in Fiserv Inc in Q2 2019 and held it in 26 quarters.
CRA Financial Services's Fiserv Inc position peaked at $631K in Q1 2025.
1,394 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on CRA Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.