FFA
FISV

Fi3 Financial Advisors’s Fiserv Inc FISV Stock Holding History

Fi3 Financial 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
-1,015
Closed -$224K – 175
2025
Q1 		$224K Sell
1,015
-338
-25% -$74K 0.09% 111
2024
Q4 		$278K Sell
1,353
-33
-2% -$6.74K 0.1% 82
2024
Q3 		$249K Buy
+1,386
New +$229K 0.1% 81

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

Fi3 Financial Advisors's FISV Position: Q2 2025 in Review

Fi3 Financial Advisors sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,015 shares — an estimated $224K sold.

Fi3 Financial Advisors first reported a position in FISV in Q3 2024 and held it in 3 quarters. The position peaked at $278K in Q4 2024. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Fi3 Financial Advisors reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Fi3 Financial Advisors sold 1,015 Fiserv Inc shares in Q2 2025, an estimated $224K.
  • Fi3 Financial Advisors first reported a position in Fiserv Inc in Q3 2024 and held it in 3 quarters.
  • Fi3 Financial Advisors's Fiserv Inc position peaked at $278K in Q4 2024.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Fi3 Financial Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.