FG
FISV

Fiduciary Group’s Fiserv Inc FISV Stock Holding History

Fiduciary Group’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
-1,770
Closed -$228K – 299
2025
Q3 		$228K Hold
1,770
– – 0.02% 277
2025
Q2 		$305K Buy
1,770
+70
+4% +$12.7K 0.03% 241
2025
Q1 		$375K Buy
1,700
+572
+51% +$125K 0.04% 214
2024
Q4 		$232K Sell
1,128
-50
-4% -$10.2K 0.02% 253
2024
Q3 		$212K Buy
+1,178
New +$194K 0.02% 267
2024
Q2 		– Sell
-1,328
Closed -$212K – 272
2024
Q1 		$212K Buy
+1,328
New +$193K 0.02% 261
2021
Q4 		– Sell
-80,665
Closed -$8.86M – 237
2021
Q3 		$8.86M Buy
80,665
+291
+0.4% +$32.5K 1.01% 33
2021
Q2 		$8.74M Buy
+80,374
New +$9.34M 1.01% 31

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 Group's FISV Position: Q4 2025 in Review

Fiduciary Group sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,770 shares — an estimated $228K sold.

Fiduciary Group first reported a position in FISV in Q2 2021 and held it in 8 quarters. The position peaked at $8.86M in Q3 2021. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Fiduciary Group reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Fiduciary Group sold 1,770 Fiserv Inc shares in Q4 2025, an estimated $228K.
  • Fiduciary Group first reported a position in Fiserv Inc in Q2 2021 and held it in 8 quarters.
  • Fiduciary Group's Fiserv Inc position peaked at $8.86M in Q3 2021.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Fiduciary Group's 13F filing for Q4 2025, filed 12 Feb 2026.