FFG
FISV

Fortem Financial Group’s Fiserv Inc FISV Stock Holding History

Fortem Financial Group’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
-1,554
Closed -$200K – 180
2025
Q3 		$200K Sell
1,554
-883
-36% -$127K 0.06% 162
2025
Q2 		$420K Sell
2,437
-3,147
-56% -$571K 0.14% 116
2025
Q1 		$1.23M Sell
5,584
-780
-12% -$171K 0.48% 60
2024
Q4 		$1.31M Buy
6,364
+374
+6% +$76.3K 0.51% 56
2024
Q3 		$1.08M Buy
+5,990
New +$988K 0.44% 72
2024
Q2 		– Sell
-1,288
Closed -$206K – 172
2024
Q1 		$206K Buy
+1,288
New +$188K 0.09% 157
2022
Q2 		– Sell
-3,402
Closed -$345K – 183
2022
Q1 		$345K Sell
3,402
-589
-15% -$59.6K 0.15% 131
2021
Q4 		$414K Sell
3,991
-419
-10% -$43.3K 0.19% 129
2021
Q3 		$478K Sell
4,410
-1,737
-28% -$194K 0.24% 111
2021
Q2 		$657K Buy
6,147
+114
+2% +$13.3K 0.33% 97
2021
Q1 		$718K Sell
6,033
-669
-10% -$76.8K 0.42% 82
2020
Q4 		$763K Hold
6,702
– – 0.46% 75
2020
Q3 		$691K Sell
6,702
-10,977
-62% -$1.09M 0.5% 74
2020
Q2 		$1.73M Buy
17,679
+1,603
+10% +$161K 1.33% 20
2020
Q1 		$1.53M Sell
16,076
-4,249
-21% -$472K 1.39% 23
2019
Q4 		$2.35M Sell
20,325
-2,102
-9% -$232K 1.74% 13
2019
Q3 		$2.32M Sell
22,427
-1,700
-7% -$174K 1.98% 8
2019
Q2 		$2.2M Sell
24,127
-390
-2% -$34.2K 2.21% 5
2019
Q1 		$2.16M Hold
24,517
– – 2.25% 7
2018
Q4 		$1.8M Buy
+24,517
New +$1.9M 2.17% 6

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 $3.37T AUM 44.26% 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

Fortem Financial Group's FISV Position: Q4 2025 in Review

Fortem Financial Group sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,554 shares — an estimated $200K sold.

Fortem Financial Group first reported a position in FISV in Q4 2018 and held it in 20 quarters. The position peaked at $2.35M in Q4 2019. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Fortem Financial Group reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Fortem Financial Group sold 1,554 Fiserv Inc shares in Q4 2025, an estimated $200K.
  • Fortem Financial Group first reported a position in Fiserv Inc in Q4 2018 and held it in 20 quarters.
  • Fortem Financial Group's Fiserv Inc position peaked at $2.35M in Q4 2019.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Fortem Financial Group's 13F filing for Q4 2025, filed 4 Feb 2026.