FI
FISV

Financial Insights’s Fiserv Inc FISV Stock Holding History

Financial Insights’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
-1,045
Closed -$231K – 129
2025
Q1 		$231K Buy
1,045
+20
+2% +$4.38K 0.09% 97
2024
Q4 		$211K Sell
1,025
-2,268
-69% -$463K 0.08% 103
2024
Q3 		$592K Sell
3,293
-2,510
-43% -$414K 0.19% 76
2024
Q2 		$865K Sell
5,803
-198
-3% -$30K 0.24% 66
2024
Q1 		$959K Sell
6,001
-343
-5% -$50K 0.27% 70
2023
Q4 		$843K Buy
6,344
+1,070
+20% +$131K 0.26% 69
2023
Q3 		$600K Sell
5,274
-1,568
-23% -$193K 0.21% 82
2023
Q2 		$863K Sell
6,842
-659
-9% -$77.6K 0.32% 57
2023
Q1 		$848K Sell
7,501
-356
-5% -$39.2K 0.35% 55
2022
Q4 		$794K Buy
+7,857
New +$783K 0.38% 53

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Insights's FISV Position: Q2 2025 in Review

Financial Insights sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,045 shares — an estimated $231K sold.

Financial Insights first reported a position in FISV in Q4 2022 and held it in 10 quarters. The position peaked at $959K in Q1 2024. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Financial Insights reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Financial Insights sold 1,045 Fiserv Inc shares in Q2 2025, an estimated $231K.
  • Financial Insights first reported a position in Fiserv Inc in Q4 2022 and held it in 10 quarters.
  • Financial Insights's Fiserv Inc position peaked at $959K in Q1 2024.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Financial Insights's 13F filing for Q2 2025, filed 22 Jul 2025.