EFG
FISV

Everhart Financial Group’s Fiserv Inc FISV Stock Holding History

Everhart Financial 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
-3,897
Closed -$502K – 428
2025
Q3 		$502K Sell
3,897
-1,060
-21% -$152K 0.05% 247
2025
Q2 		$855K Sell
4,957
-327
-6% -$59.3K 0.1% 142
2025
Q1 		$1.17M Buy
5,284
+598
+13% +$131K 0.16% 90
2024
Q4 		$963K Buy
4,686
+131
+3% +$26.7K 0.2% 104
2024
Q3 		$818K Buy
4,555
+1,954
+75% +$322K 0.18% 125
2024
Q2 		$388K Buy
2,601
+231
+10% +$35K 0.1% 198
2024
Q1 		$379K Buy
2,370
+401
+20% +$58.4K 0.11% 187
2023
Q4 		$262K Buy
1,969
+111
+6% +$13.6K 0.09% 202
2023
Q3 		$210K Buy
1,858
+184
+11% +$22.7K 0.09% 199
2023
Q2 		$211K Buy
+1,674
New +$197K 0.09% 205
2022
Q4 		– Sell
-2,153
Closed -$202K – 205
2022
Q3 		$202K Buy
+2,153
New +$219K 0.11% 189

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

Everhart Financial Group's FISV Position: Q4 2025 in Review

Everhart Financial Group sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,897 shares — an estimated $502K sold.

Everhart Financial Group first reported a position in FISV in Q3 2022 and held it in 11 quarters. The position peaked at $1.17M in Q1 2025. 1,397 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Everhart Financial Group reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Everhart Financial Group sold 3,897 Fiserv Inc shares in Q4 2025, an estimated $502K.
  • Everhart Financial Group first reported a position in Fiserv Inc in Q3 2022 and held it in 11 quarters.
  • Everhart Financial Group's Fiserv Inc position peaked at $1.17M in Q1 2025.
  • 1,397 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Everhart Financial Group's 13F filing for Q4 2025, filed 7 Jan 2026.