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
Q2 		– Sell
-4,000
Closed -$883K – 674
2025
Q1 		$883K Buy
+4,000
New +$876K 0.06% 306
2023
Q4 		– Sell
-9,916
Closed -$1.11M – 748
2023
Q3 		$1.11M Buy
+9,916
New +$1.22M 0.08% 253
2023
Q2 		– Sell
-9,994
Closed -$1.13M – 716
2023
Q1 		$1.13M Sell
9,994
-4,274
-30% -$470K 0.08% 265
2022
Q4 		$1.43M Buy
+14,268
New +$1.42M 0.11% 216

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 $846B AUM 46.74% 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 $1.88T AUM 44.46% 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.