De Burlo Group’s Fiserv Inc FISV Stock Holding History

De Burlo Group’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	-1,563	Closed	-$202K	–	81
2025 Q3	$202K	Hold	1,563	–	–	0.02%	78
2025 Q2	$269K	Hold	1,563	–	–	0.04%	76
2025 Q1	$345K	Hold	1,563	–	–	0.05%	70
2024 Q4	$321K	Hold	1,563	–	–	0.04%	75
2024 Q3	$281K	Hold	1,563	–	–	0.03%	74
2024 Q2	$233K	Hold	1,563	–	–	0.03%	76
2024 Q1	$250K	Sell	1,563 -500	-24%	-$72.8K	0.03%	82
2023 Q4	$233K	Hold	2,063	–	–	0.04%	79
2023 Q3	$233K	Hold	2,063	–	–	0.04%	79
2023 Q2	$260K	Hold	2,063	–	–	0.04%	81
2023 Q1	$233K	Hold	2,063	–	–	0.05%	88
2022 Q4	$209K	Hold	2,063	–	–	0.05%	76
2022 Q3	$193K	Buy	+2,063	New	+$210K	0.05%	78
2022 Q2	–	Sell	-2,063	Closed	-$209K	–	129
2022 Q1	$209K	Hold	2,063	–	–	0.04%	80
2021 Q4	$214K	Hold	2,063	–	–	0.03%	92
2021 Q3	$223K	Hold	2,063	–	–	0.04%	92
2021 Q2	$220K	Hold	2,063	–	–	0.04%	86
2021 Q1	$246K	Hold	2,063	–	–	0.04%	85
2020 Q4	$235K	Buy	2,063 +63	+3%	+$6.79K	0.04%	84
2020 Q3	$206K	Sell	2,000 -110,100	-98%	-$11M	0.04%	83
2020 Q2	$10.6M	Hold	112,100	–	–	2.98%	13
2020 Q1	$10.6M	Buy	112,100 +20,300	+22%	+$2.25M	2.98%	13
2019 Q4	$10.6M	Buy	91,800 +89,800	+4,490%	+$9.91M	2.14%	20
2019 Q3	$207K	Buy	+2,000	New	+$204K	0.05%	78

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

De Burlo Group's FISV Position: Q4 2025 in Review

De Burlo Group sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,563 shares — an estimated $202K sold.

De Burlo Group first reported a position in FISV in Q3 2019 and held it in 24 quarters. The position peaked at $10.6M in Q2 2020. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

De Burlo Group reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
De Burlo Group sold 1,563 Fiserv Inc shares in Q4 2025, an estimated $202K.
De Burlo Group first reported a position in Fiserv Inc in Q3 2019 and held it in 24 quarters.
De Burlo Group's Fiserv Inc position peaked at $10.6M in Q2 2020.
1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on De Burlo Group's 13F filing for Q4 2025, filed 13 Feb 2026.