FDx Advisors’s Fiserv Inc FISV Stock Holding History

FDx 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 Q3	–	Sell	-1,200	Closed	-$207K	–	187
2025 Q2	$207K	Buy	1,200 +43	+4%	+$7.8K	0.06%	172
2025 Q1	$256K	Sell	1,157 -201	-15%	-$44K	0.08%	146
2024 Q4	$279K	Sell	1,358 -55	-4%	-$11.2K	0.08%	140
2024 Q3	$254K	Sell	1,413 -136	-9%	-$22.4K	0.07%	171
2024 Q2	$231K	Sell	1,549 -1,005	-39%	-$152K	0.06%	180
2024 Q1	$408K	Buy	2,554 +122	+5%	+$17.8K	0.06%	232
2023 Q4	$323K	Sell	2,432 -57	-2%	-$7K	0.03%	505
2023 Q3	$281K	Sell	2,489 -1,401	-36%	-$173K	0.02%	497
2023 Q2	$491K	Sell	3,890 -4,293	-52%	-$505K	0.03%	458
2023 Q1	$827K	Hold	8,183	–	–	0.04%	335
2022 Q4	$827K	Buy	8,183 +467	+6%	+$46.5K	0.04%	335
2022 Q3	$722K	Buy	7,716 +4,949	+179%	+$504K	0.03%	337
2022 Q2	$246K	Buy	2,767 +143	+5%	+$13.9K	0.01%	700
2022 Q1	$266K	Buy	2,624 +28	+1%	+$2.83K	0.01%	699
2021 Q4	$269K	Sell	2,596 -223	-8%	-$23.1K	0.01%	741
2021 Q3	$306K	Buy	+2,819	New	+$315K	0.01%	661
2021 Q2	–	Sell	-3,209	Closed	-$382K	–	828
2021 Q1	$382K	Buy	3,209 +43	+1%	+$4.93K	0.01%	548
2020 Q4	$360K	Buy	+3,166	New	+$341K	0.01%	520
2020 Q3	–	Sell	-12,095	Closed	-$1.18M	–	633
2020 Q2	$1.18M	Sell	12,095 -2,682	-18%	-$270K	0.06%	202
2020 Q1	$1.4M	Buy	14,777 +4,937	+50%	+$548K	0.09%	158
2019 Q4	$1.14M	Buy	9,840 +1,511	+18%	+$167K	0.06%	210
2019 Q3	$863K	Sell	8,329 -8,312	-50%	-$849K	0.06%	243
2019 Q2	$1.52M	Buy	16,641 +2,938	+21%	+$257K	0.06%	237
2019 Q1	$1.21M	Buy	13,703 +9,014	+192%	+$744K	0.05%	253
2018 Q4	$345K	Sell	4,689 -7,367	-61%	-$570K	0.03%	382
2018 Q3	$993K	Buy	12,056 +2,765	+30%	+$217K	0.04%	343
2018 Q2	$688K	Sell	9,291 -3,734	-29%	-$271K	0.02%	454
2018 Q1	$929K	Sell	13,025 -867	-6%	-$61K	0.03%	535
2017 Q4	$911K	Sell	13,892 -384	-3%	-$24.8K	0.02%	574
2017 Q3	$921K	Buy	14,276 +64	+0.5%	+$3.98K	0.03%	552
2017 Q2	$869K	Sell	14,212 -3,696	-21%	-$224K	0.03%	563
2017 Q1	$1.03M	Sell	17,908 -2,598	-13%	-$146K	0.03%	519
2016 Q4	$1.09M	Buy	20,506 +2,922	+17%	+$150K	0.03%	498
2016 Q3	$875K	Sell	17,584 -88	-0.5%	-$4.62K	0.04%	427
2016 Q2	$961K	Buy	17,672 +1,034	+6%	+$53.2K	0.04%	379
2016 Q1	$853K	Buy	16,638 +1,392	+9%	+$66K	0.04%	415
2015 Q4	$697K	Buy	15,246 +7,582	+99%	+$356K	0.03%	458
2015 Q3	$332K	Sell	7,664 -240	-3%	-$10.4K	0.03%	587
2015 Q2	$327K	Buy	+7,904	New	+$318K	0.02%	717
2014 Q3	–	Sell	-10,032	Closed	-$303K	–	965
2014 Q2	$303K	Buy	+10,032	New	+$297K	0.02%	780

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FDx Advisors's FISV Position: Q3 2025 in Review

FDx Advisors sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,200 shares — an estimated $207K sold.

FDx Advisors first reported a position in FISV in Q2 2014 and held it in 40 quarters. The position peaked at $1.52M in Q2 2019. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

FDx Advisors reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
FDx Advisors sold 1,200 Fiserv Inc shares in Q3 2025, an estimated $207K.
FDx Advisors first reported a position in Fiserv Inc in Q2 2014 and held it in 40 quarters.
FDx Advisors's Fiserv Inc position peaked at $1.52M in Q2 2019.
1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on FDx Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.