EM
FISV

Excalibur Management’s Fiserv Inc FISV Stock Holding History

Excalibur Management’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
-1,659
Closed -$214K – 165
2025
Q3 		$214K Sell
1,659
-135
-8% -$19.3K 0.08% 159
2025
Q2 		$309K Sell
1,794
-175
-9% -$31.7K 0.12% 134
2025
Q1 		$435K Hold
1,969
– – 0.17% 110
2024
Q4 		$404K Hold
1,969
– – 0.16% 115
2024
Q3 		$354K Sell
1,969
-125
-6% -$20.6K 0.13% 131
2024
Q2 		$312K Hold
2,094
– – 0.13% 129
2024
Q1 		$335K Hold
2,094
– – 0.14% 120
2023
Q4 		$278K Buy
2,094
+250
+14% +$30.7K 0.13% 129
2023
Q3 		$208K Hold
1,844
– – 0.11% 143
2023
Q2 		$233K Hold
1,844
– – 0.12% 137
2023
Q1 		$208K Buy
+1,844
New +$203K 0.11% 145

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

Excalibur Management's FISV Position: Q4 2025 in Review

Excalibur Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,659 shares — an estimated $214K sold.

Excalibur Management first reported a position in FISV in Q1 2023 and held it in 11 quarters. The position peaked at $435K in Q1 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Excalibur Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Excalibur Management sold 1,659 Fiserv Inc shares in Q4 2025, an estimated $214K.
  • Excalibur Management first reported a position in Fiserv Inc in Q1 2023 and held it in 11 quarters.
  • Excalibur Management's Fiserv Inc position peaked at $435K in Q1 2025.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Excalibur Management's 13F filing for Q4 2025, filed 10 Feb 2026.