DA
FISV

Drake & Associates’s Fiserv Inc FISV Stock Holding History

Drake & 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
Q3 		– Sell
-5,969
Closed -$1.03M – 107
2025
Q2 		$1.03M Buy
5,969
+1,363
+30% +$247K 0.25% 46
2025
Q1 		$1.02M Buy
4,606
+710
+18% +$155K 0.29% 42
2024
Q4 		$896K Buy
3,896
+1,320
+51% +$269K 0.26% 43
2024
Q3 		$463K Buy
2,576
+589
+30% +$97.2K 0.15% 55
2024
Q2 		$296K Buy
+1,987
New +$301K 0.11% 60
2023
Q4 		– Sell
-3,497
Closed -$395K – 76
2023
Q3 		$395K Sell
3,497
-20
-0.6% -$2.46K 0.18% 51
2023
Q2 		$444K Buy
3,517
+623
+22% +$73.3K 0.2% 35
2023
Q1 		$327K Buy
2,894
+145
+5% +$16K 0.16% 52
2022
Q4 		$278K Buy
+2,749
New +$274K 0.15% 56

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Drake & Associates's FISV Position: Q3 2025 in Review

Drake & Associates sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 5,969 shares — an estimated $1.03M sold.

Drake & Associates first reported a position in FISV in Q4 2022 and held it in 9 quarters. The position peaked at $1.03M in Q2 2025. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Drake & Associates reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Drake & Associates sold 5,969 Fiserv Inc shares in Q3 2025, an estimated $1.03M.
  • Drake & Associates first reported a position in Fiserv Inc in Q4 2022 and held it in 9 quarters.
  • Drake & Associates's Fiserv Inc position peaked at $1.03M in Q2 2025.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Drake & Associates's 13F filing for Q3 2025, filed 6 Nov 2025.