FA
FISV

Fermata Advisors’s Fiserv Inc FISV Stock Holding History

Fermata 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
Q2 		– Sell
-1,617
Closed -$357K – 247
2025
Q1 		$357K Buy
1,617
+294
+22% +$64.4K 0.06% 201
2024
Q4 		$272K Buy
1,323
+128
+11% +$26.1K 0.05% 215
2024
Q3 		$215K Buy
+1,195
New +$197K 0.04% 227
2024
Q1 		– Sell
-2,047
Closed -$272K – 219
2023
Q4 		$272K Buy
2,047
+272
+15% +$33.4K 0.06% 143
2023
Q3 		$201K Buy
+1,775
New +$219K 0.06% 156

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fermata Advisors's FISV Position: Q2 2025 in Review

Fermata Advisors sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,617 shares — an estimated $357K sold.

Fermata Advisors first reported a position in FISV in Q3 2023 and held it in 5 quarters. The position peaked at $357K in Q1 2025. 1,843 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Fermata Advisors reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Fermata Advisors sold 1,617 Fiserv Inc shares in Q2 2025, an estimated $357K.
  • Fermata Advisors first reported a position in Fiserv Inc in Q3 2023 and held it in 5 quarters.
  • Fermata Advisors's Fiserv Inc position peaked at $357K in Q1 2025.
  • 1,843 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.