FFO
FISV

Fiduciary Family Office’s Fiserv Inc FISV Stock Holding History

Fiduciary Family Office’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
-9,620
Closed -$1.24M – 189
2025
Q3 		$1.24M Sell
9,620
-1,426
-13% -$204K 0.35% 51
2025
Q2 		$1.9M Sell
11,046
-490
-4% -$88.9K 0.62% 25
2025
Q1 		$2.55M Buy
+11,536
New +$2.53M 0.85% 16
2024
Q4 		– Sell
-15,259
Closed -$2.74M – 141
2024
Q3 		$2.74M Sell
15,259
-590
-4% -$97.3K 0.9% 14
2024
Q2 		$2.36M Buy
15,849
+515
+3% +$78K 0.93% 14
2024
Q1 		$2.45M Buy
15,334
+5,793
+61% +$844K 0.96% 16
2023
Q4 		$1.27M Buy
+9,541
New +$1.17M 0.55% 35

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

Fiduciary Family Office's FISV Position: Q4 2025 in Review

Fiduciary Family Office sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 9,620 shares — an estimated $1.24M sold.

Fiduciary Family Office first reported a position in FISV in Q4 2023 and held it in 7 quarters. The position peaked at $2.74M in Q3 2024. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Fiduciary Family Office reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Fiduciary Family Office sold 9,620 Fiserv Inc shares in Q4 2025, an estimated $1.24M.
  • Fiduciary Family Office first reported a position in Fiserv Inc in Q4 2023 and held it in 7 quarters.
  • Fiduciary Family Office's Fiserv Inc position peaked at $2.74M in Q3 2024.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Fiduciary Family Office's 13F filing for Q4 2025, filed 10 Feb 2026.