FFAS
FISV

FIG Financial Advisory Services’s Fiserv Inc FISV Stock Holding History

FIG Financial Advisory Services’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
-4,824
Closed -$1.07M – 66
2025
Q1 		$1.07M Sell
4,824
-311
-6% -$68.1K 0.75% 38
2024
Q4 		$1.05M Buy
+5,135
New +$1.05M 0.72% 38

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

FIG Financial Advisory Services's FISV Position: Q2 2025 in Review

FIG Financial Advisory Services sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 4,824 shares — an estimated $1.07M sold.

FIG Financial Advisory Services first reported a position in FISV in Q4 2024 and held it in 2 quarters. The position peaked at $1.07M in Q1 2025. 1,847 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • FIG Financial Advisory Services reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • FIG Financial Advisory Services sold 4,824 Fiserv Inc shares in Q2 2025, an estimated $1.07M.
  • FIG Financial Advisory Services first reported a position in Fiserv Inc in Q4 2024 and held it in 2 quarters.
  • FIG Financial Advisory Services's Fiserv Inc position peaked at $1.07M in Q1 2025.
  • 1,847 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on FIG Financial Advisory Services's 13F filing for Q2 2025, filed 10 Aug 2026.