DBRC
FISV

D.B. Root & Company’s Fiserv Inc FISV Stock Holding History

D.B. Root & Company’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
Q3 		– Sell
-2,894
Closed -$499K – 189
2025
Q2 		$499K Buy
2,894
+637
+28% +$116K 0.15% 105
2025
Q1 		$498K Sell
2,257
-60
-3% -$13.1K 0.16% 101
2024
Q4 		$476K Sell
2,317
-394
-15% -$80.4K 0.15% 103
2024
Q3 		$487K Sell
2,711
-917
-25% -$151K 0.16% 100
2024
Q2 		$541K Buy
+3,628
New +$549K 0.18% 97

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D.B. Root & Company's FISV Position: Q3 2025 in Review

D.B. Root & Company sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 2,894 shares — an estimated $499K sold.

D.B. Root & Company first reported a position in FISV in Q2 2024 and held it in 5 quarters. The position peaked at $541K in Q2 2024. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • D.B. Root & Company reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • D.B. Root & Company sold 2,894 Fiserv Inc shares in Q3 2025, an estimated $499K.
  • D.B. Root & Company first reported a position in Fiserv Inc in Q2 2024 and held it in 5 quarters.
  • D.B. Root & Company's Fiserv Inc position peaked at $541K in Q2 2024.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on D.B. Root & Company's 13F filing for Q3 2025, filed 6 Nov 2025.