Embree Financial Group’s Fiserv Inc FISV Stock Holding History

Embree Financial Group’s Portfolio FISV Stock Details FISV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$1.32M	Buy
2025 Q2	$1.75M	Buy
2025 Q1	$2.24M	Buy
2024 Q4	$2.07M	Hold
2024 Q3	$1.81M	Sell
2024 Q2	$1.53M	Sell
2024 Q1	$1.64M	Sell
2023 Q4	$1.84M	Buy