FAIM
FISV

Financial Advocates Investment Management’s Fiserv Inc FISV Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-6,187
Closed -$1.07M – 238
2025
Q2 		$1.07M Sell
6,187
-211
-3% -$38.3K 0.09% 216
2025
Q1 		$1.41M Buy
6,398
+68
+1% +$14.9K 0.1% 216
2024
Q4 		$1.3M Sell
6,330
-45
-0.7% -$9.19K 0.07% 243
2024
Q3 		$1.15M Sell
6,375
-54
-0.8% -$8.91K 0.06% 283
2024
Q2 		$958K Sell
6,429
-2,456
-28% -$372K 0.06% 300
2024
Q1 		$1.42M Sell
8,885
-1,075
-11% -$157K 0.08% 239
2023
Q4 		$1.32M Buy
+9,960
New +$1.22M 0.09% 235
2023
Q3 		– Sell
-9,902
Closed -$1.22M – 711
2023
Q2 		$1.24M Buy
+9,902
New +$1.17M 0.09% 230
2022
Q4 		– Sell
-19,108
Closed -$1.9M – 796
2022
Q3 		$562K Buy
19,108
+4,774
+33% +$487K 0.05% 381
2022
Q2 		$1.27M Buy
14,334
+459
+3% +$44.5K 0.1% 224
2022
Q1 		$1.41M Sell
13,875
-4
-0% -$405 0.09% 237
2021
Q4 		$1.45M Sell
13,879
-347
-2% -$35.9K 0.09% 254
2021
Q3 		$1.58M Buy
+14,226
New +$1.59M 0.11% 229
2021
Q2 		– Sell
-14,480
Closed -$1.72M – 771
2021
Q1 		$1.72M Buy
14,480
+59
+0.4% +$6.77K 0.12% 200
2020
Q4 		$1.66M Buy
+14,421
New +$1.55M 0.11% 206

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 $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advocates Investment Management's FISV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 6,187 shares — an estimated $1.07M sold.

Financial Advocates Investment Management first reported a position in FISV in Q4 2020 and held it in 15 quarters. The position peaked at $1.72M in Q1 2021. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,187 Fiserv Inc shares in Q3 2025, an estimated $1.07M.
  • Financial Advocates Investment Management first reported a position in Fiserv Inc in Q4 2020 and held it in 15 quarters.
  • Financial Advocates Investment Management's Fiserv Inc position peaked at $1.72M in Q1 2021.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.