CA
FISV icon

Crumly & Associates’s Fiserv Inc FISV Stock Holding History

Crumly & Associates’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
-5,441
Closed -$702K – 208
2025
Q3 		$702K Buy
5,441
+656
+14% +$94K 0.15% 87
2025
Q2 		$825K Buy
4,785
+172
+4% +$31.2K 0.2% 70
2025
Q1 		$1.02M Buy
4,613
+60
+1% +$13.1K 0.28% 56
2024
Q4 		$935K Sell
4,553
-116
-2% -$23.7K 0.25% 63
2024
Q3 		$839K Sell
4,669
-131
-3% -$21.6K 0.23% 67
2024
Q2 		$715K Sell
4,800
-29
-0.6% -$4.39K 0.21% 67
2024
Q1 		$772K Sell
4,829
-14
-0.3% -$2.04K 0.2% 66
2023
Q4 		$643K Buy
4,843
+395
+9% +$48.5K 0.19% 69
2023
Q3 		$502K Sell
4,448
-31
-0.7% -$3.82K 0.2% 68
2023
Q2 		$565K Sell
4,479
-655
-13% -$77.1K 0.23% 62
2023
Q1 		$580K Sell
5,134
-22
-0.4% -$2.42K 0.25% 63
2022
Q4 		$521K Buy
5,156
+798
+18% +$79.5K 0.2% 60
2022
Q3 		$408K Buy
4,358
+26
+0.6% +$2.65K 0.17% 75
2022
Q2 		$385K Buy
4,332
+244
+6% +$23.7K 0.16% 79
2022
Q1 		$415K Sell
4,088
-13
-0.3% -$1.32K 0.16% 80
2021
Q4 		$436K Sell
4,101
-1,195
-23% -$124K 0.17% 75
2021
Q3 		$575K Sell
5,296
-47
-0.9% -$5.25K 0.27% 63
2021
Q2 		$571K Buy
5,343
+1,103
+26% +$128K 0.28% 57
2021
Q1 		$505K Buy
4,240
+1,099
+35% +$126K 0.3% 46
2020
Q4 		$337K Buy
+3,141
New +$338K 0.24% 49

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 $3.38T AUM 44.17% 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

Crumly & Associates's FISV Position: Q4 2025 in Review

Crumly & Associates sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 5,441 shares — an estimated $702K sold.

Crumly & Associates first reported a position in FISV in Q4 2020 and held it in 20 quarters. The position peaked at $1.02M in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Crumly & Associates reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Crumly & Associates sold 5,441 Fiserv Inc shares in Q4 2025, an estimated $702K.
  • Crumly & Associates first reported a position in Fiserv Inc in Q4 2020 and held it in 20 quarters.
  • Crumly & Associates's Fiserv Inc position peaked at $1.02M in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Crumly & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.