FNBT
FISV

FineMark National Bank & Trust’s Fiserv Inc FISV Stock Holding History

FineMark National Bank & Trust’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 		$8.37M Buy
124,602
+60,116
+93% +$5.03M 0.26% 90
2025
Q3 		$8.31M Sell
64,486
-296
-0.5% -$42.4K 0.27% 93
2025
Q2 		$11.2M Sell
64,782
-12
-0% -$2.18K 0.38% 71
2025
Q1 		$14.3M Sell
64,794
-19,843
-23% -$4.34M 0.52% 58
2024
Q4 		$17.4M Buy
84,637
+1,166
+1% +$238K 0.61% 44
2024
Q3 		$15M Buy
83,471
+426
+0.5% +$70.3K 0.52% 57
2024
Q2 		$12.4M Buy
83,045
+2,105
+3% +$319K 0.46% 66
2024
Q1 		$12.9M Buy
80,940
+23,333
+41% +$3.4M 0.48% 64
2023
Q4 		$7.65M Buy
57,607
+451
+0.8% +$55.3K 0.31% 83
2023
Q3 		$6.46M Sell
57,156
-710
-1% -$87.4K 0.28% 88
2023
Q2 		$7.3M Buy
57,866
+620
+1% +$73K 0.3% 83
2023
Q1 		$6.47M Sell
57,246
-1,296
-2% -$143K 0.28% 86
2022
Q4 		$5.92M Sell
58,542
-223
-0.4% -$22.2K 0.27% 90
2022
Q3 		$5.5M Buy
+58,765
New +$5.99M 0.26% 90
2019
Q3 		– Sell
-5,200
Closed -$474K – 379
2019
Q2 		$474K Hold
5,200
– – 0.03% 246
2019
Q1 		$459K Sell
5,200
-9,600
-65% -$792K 0.03% 239
2018
Q4 		$1.09M Hold
14,800
– – 0.07% 154
2018
Q3 		$1.22M Sell
14,800
-387
-3% -$30.4K 0.07% 145
2018
Q2 		$1.13M Sell
15,187
-39
-0.3% -$2.83K 0.07% 159
2018
Q1 		$1.09M Buy
15,226
+3,964
+35% +$279K 0.07% 159
2017
Q4 		$738K Sell
11,262
-18
-0.2% -$1.16K 0.05% 191
2017
Q3 		$727K Sell
11,280
-220
-2% -$13.7K 0.05% 188
2017
Q2 		$703K Buy
11,500
+4
+0% +$242 0.05% 179
2017
Q1 		$663K Sell
11,496
-308
-3% -$17.3K 0.05% 184
2016
Q4 		$627K Sell
11,804
-26
-0.2% -$1.34K 0.05% 186
2016
Q3 		$588K Buy
11,830
+9,600
+430% +$503K 0.06% 192
2016
Q2 		$122K Sell
2,230
-132
-6% -$6.79K 0.01% 388
2016
Q1 		$121K Sell
2,362
-428
-15% -$20.3K 0.01% 381
2015
Q4 		$127K Sell
2,790
-602
-18% -$28.3K 0.02% 402
2015
Q3 		$147K Sell
3,392
-2,104
-38% -$91K 0.02% 379
2015
Q2 		$227K Sell
5,496
-1,184
-18% -$47.6K 0.03% 318
2015
Q1 		$265K Sell
6,680
-50
-0.7% -$1.91K 0.04% 295
2014
Q4 		$239K Sell
6,730
-72
-1% -$2.46K 0.04% 324
2014
Q3 		$220K Buy
6,802
+578
+9% +$18.3K 0.04% 322
2014
Q2 		$187K Sell
6,224
-1,072
-15% -$31.8K 0.03% 336
2014
Q1 		$207K Buy
7,296
+1,688
+30% +$48.3K 0.04% 307
2013
Q4 		$166K Buy
5,608
+128
+2% +$3.45K 0.03% 335
2013
Q3 		$139K Buy
5,480
+100
+2% +$2.42K 0.03% 367
2013
Q2 		$118K Buy
+5,380
New +$118K 0.04% 370

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 $3.38T AUM 44.17% 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

FineMark National Bank & Trust's FISV Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Fiserv Inc (FISV) stake by 93% in Q4 2025, buying an estimated $5.03M and bringing the position to 124,602 shares worth $8.37M. The position accounts for 0.26% of the portfolio, ranked #90.

FineMark National Bank & Trust first reported a position in FISV in Q2 2013 and has held it in 39 quarters since. The position peaked at $17.4M in Q4 2024. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • FineMark National Bank & Trust held 124,602 shares of Fiserv Inc worth $8.37M as of Q4 2025.
  • FineMark National Bank & Trust bought 60,116 Fiserv Inc shares in Q4 2025, an estimated $5.03M.
  • Fiserv Inc made up 0.26% of FineMark National Bank & Trust's portfolio in Q4 2025, its #90 holding.
  • FineMark National Bank & Trust first reported a position in Fiserv Inc in Q2 2013 and has held it in 39 quarters since.
  • FineMark National Bank & Trust's Fiserv Inc position peaked at $17.4M in Q4 2024.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.