ESB
FISV

Essex Savings Bank’s Fiserv Inc FISV Stock Holding History

Essex Savings Bank’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
-1,311
Closed -$226K – 313
2025
Q2 		$226K Buy
1,311
+201
+18% +$36.5K 0.05% 279
2025
Q1 		$245K Hold
1,110
– – 0.06% 252
2024
Q4 		$228K Buy
+1,110
New +$227K 0.06% 260
2020
Q1 		– Sell
-1,753
Closed -$203K – 152
2019
Q4 		$203K Buy
+1,753
New +$194K 0.1% 171
2019
Q3 		– Sell
-3,436
Closed -$313K – 332
2019
Q2 		$313K Buy
3,436
+1,217
+55% +$107K 0.11% 164
2019
Q1 		$196K Buy
2,219
+7
+0.3% +$578 0.11% 144
2018
Q4 		$163K Buy
+2,212
New +$171K 0.1% 157

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

Essex Savings Bank's FISV Position: Q3 2025 in Review

Essex Savings Bank sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,311 shares — an estimated $226K sold.

Essex Savings Bank first reported a position in FISV in Q4 2018 and held it in 7 quarters. The position peaked at $313K in Q2 2019. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Essex Savings Bank reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Essex Savings Bank sold 1,311 Fiserv Inc shares in Q3 2025, an estimated $226K.
  • Essex Savings Bank first reported a position in Fiserv Inc in Q4 2018 and held it in 7 quarters.
  • Essex Savings Bank's Fiserv Inc position peaked at $313K in Q2 2019.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Essex Savings Bank's 13F filing for Q3 2025, filed 4 Nov 2025.