FUBT
FISV

First United Bank & Trust’s Fiserv Inc FISV Stock Holding History

First United 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 		– Sell
-29
Closed -$3.74K – 413
2025
Q3 		$3.74K Hold
29
– – ﹤0.01% 386
2025
Q2 		$5K Hold
29
– – ﹤0.01% 338
2025
Q1 		$6.4K Buy
+29
New +$6.35K ﹤0.01% 336

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

First United Bank & Trust's FISV Position: Q4 2025 in Review

First United Bank & Trust sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 29 shares — an estimated $3.74K sold.

First United Bank & Trust first reported a position in FISV in Q1 2025 and held it in 3 quarters. The position peaked at $6.4K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • First United Bank & Trust reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • First United Bank & Trust sold 29 Fiserv Inc shares in Q4 2025, an estimated $3.74K.
  • First United Bank & Trust first reported a position in Fiserv Inc in Q1 2025 and held it in 3 quarters.
  • First United Bank & Trust's Fiserv Inc position peaked at $6.4K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on First United Bank & Trust's 13F filing for Q4 2025, filed 21 Jan 2026.