EIA
FISV

Edgemoor Investment Advisors’s Fiserv Inc FISV Stock Holding History

Edgemoor Investment Advisors’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
-51,594
Closed -$6.65M – 182
2025
Q3 		$6.65M Buy
51,594
+8,099
+19% +$1.16M 0.51% 44
2025
Q2 		$7.5M Buy
43,495
+1,699
+4% +$308K 0.65% 39
2025
Q1 		$9.23M Sell
41,796
-91
-0.2% -$19.9K 0.85% 35
2024
Q4 		$8.6M Buy
41,887
+733
+2% +$150K 0.76% 35
2024
Q3 		$7.39M Buy
41,154
+1,293
+3% +$213K 0.64% 40
2024
Q2 		$5.94M Buy
39,861
+3,366
+9% +$510K 0.55% 45
2024
Q1 		$5.83M Buy
36,495
+2,517
+7% +$367K 0.55% 45
2023
Q4 		$4.51M Buy
33,978
+696
+2% +$85.4K 0.47% 47
2023
Q3 		$3.76M Buy
33,282
+2,246
+7% +$277K 0.44% 48
2023
Q2 		$3.92M Sell
31,036
-49
-0.2% -$5.77K 0.44% 51
2023
Q1 		$3.51M Buy
31,085
+2,017
+7% +$222K 0.43% 52
2022
Q4 		$2.94M Buy
29,068
+808
+3% +$80.5K 0.37% 58
2022
Q3 		$2.64M Buy
28,260
+15,765
+126% +$1.61M 0.35% 60
2022
Q2 		$1.11M Buy
12,495
+1,444
+13% +$140K 0.14% 84
2022
Q1 		$1.12M Buy
11,051
+6,189
+127% +$626K 0.12% 81
2021
Q4 		$505K Sell
4,862
-80
-2% -$8.27K 0.05% 103
2021
Q3 		$536K Sell
4,942
-400
-7% -$44.7K 0.06% 93
2021
Q2 		$571K Sell
5,342
-106
-2% -$12.3K 0.05% 92
2021
Q1 		$649K Buy
5,448
+94
+2% +$10.8K 0.07% 86
2020
Q4 		$610K Hold
5,354
– – 0.07% 84
2020
Q3 		$552K Hold
5,354
– – 0.07% 85
2020
Q2 		$523K Hold
5,354
– – 0.07% 83
2020
Q1 		$509K Hold
5,354
– – 0.08% 78
2019
Q4 		$619K Sell
5,354
-1,654
-24% -$183K 0.07% 92
2019
Q3 		$726K Buy
+7,008
New +$715K 0.09% 87

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 $3.37T AUM 44.26% 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

Edgemoor Investment Advisors's FISV Position: Q4 2025 in Review

Edgemoor Investment Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 51,594 shares — an estimated $6.65M sold.

Edgemoor Investment Advisors first reported a position in FISV in Q3 2019 and held it in 25 quarters. The position peaked at $9.23M in Q1 2025. 1,400 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Edgemoor Investment Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 51,594 Fiserv Inc shares in Q4 2025, an estimated $6.65M.
  • Edgemoor Investment Advisors first reported a position in Fiserv Inc in Q3 2019 and held it in 25 quarters.
  • Edgemoor Investment Advisors's Fiserv Inc position peaked at $9.23M in Q1 2025.
  • 1,400 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Edgemoor Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.