FIA
FISV

Foundations Investment Advisors’s Fiserv Inc FISV Stock Holding History

Foundations Investment Advisors’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
-2,893
Closed -$373K – 1137
2025
Q3 		$373K Sell
2,893
-130
-4% -$18.6K 0.01% 757
2025
Q2 		$521K Sell
3,023
-1,537
-34% -$279K 0.01% 566
2025
Q1 		$1.01M Sell
4,560
-18
-0.4% -$3.94K 0.02% 405
2024
Q4 		$940K Sell
4,578
-82
-2% -$16.7K 0.02% 413
2024
Q3 		$837K Buy
4,660
+165
+4% +$27.2K 0.02% 395
2024
Q2 		$670K Buy
4,495
+54
+1% +$8.17K 0.02% 431
2024
Q1 		$710K Buy
4,441
+247
+6% +$36K 0.02% 392
2023
Q4 		$604K Sell
4,194
-401
-9% -$49.2K 0.02% 395
2023
Q3 		$519K Buy
4,595
+107
+2% +$13.2K 0.02% 377
2023
Q2 		$566K Sell
4,488
-228
-5% -$26.8K 0.02% 340
2023
Q1 		$533K Sell
4,716
-905
-16% -$99.6K 0.02% 312
2022
Q4 		$568K Sell
5,621
-3,318
-37% -$330K 0.02% 262
2022
Q3 		$836K Sell
8,939
-2,381
-21% -$243K 0.04% 187
2022
Q2 		$1.06M Buy
11,320
+505
+5% +$49K 0.04% 139
2022
Q1 		$1.08M Buy
10,815
+363
+3% +$36.7K 0.04% 122
2021
Q4 		$1.13M Buy
10,452
+507
+5% +$52.4K 0.04% 115
2021
Q3 		$1.07M Buy
9,945
+3,215
+48% +$359K 0.05% 107
2021
Q2 		$733K Buy
6,730
+746
+12% +$86.7K 0.04% 121
2021
Q1 		$737K Buy
5,984
+693
+13% +$79.5K 0.04% 103
2020
Q4 		$618K Buy
5,291
+2,941
+125% +$317K 0.04% 105
2020
Q3 		$239K Sell
2,350
-1,349
-36% -$134K 0.05% 150
2020
Q2 		$363K Buy
+3,699
New +$372K 0.03% 120

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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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

Foundations Investment Advisors's FISV Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,893 shares — an estimated $373K sold.

Foundations Investment Advisors first reported a position in FISV in Q2 2020 and held it in 22 quarters. The position peaked at $1.13M in Q4 2021. 1,395 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,893 Fiserv Inc shares in Q4 2025, an estimated $373K.
  • Foundations Investment Advisors first reported a position in Fiserv Inc in Q2 2020 and held it in 22 quarters.
  • Foundations Investment Advisors's Fiserv Inc position peaked at $1.13M in Q4 2021.
  • 1,395 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.