FIM
FISV

Freedom Investment Management’s Fiserv Inc FISV Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-5,813
Closed -$1M – 336
2025
Q2 		$1M Buy
5,813
+330
+6% +$59.8K 0.08% 248
2025
Q1 		$1.21M Sell
5,483
-1,076
-16% -$236K 0.1% 182
2024
Q4 		$1.35M Buy
6,559
+757
+13% +$155K 0.11% 170
2024
Q3 		$1.04M Sell
5,802
-122
-2% -$20.1K 0.08% 228
2024
Q2 		$883K Buy
5,924
+787
+15% +$119K 0.07% 272
2024
Q1 		$821K Buy
5,137
+471
+10% +$68.6K 0.07% 305
2023
Q4 		$620K Sell
4,666
-211
-4% -$25.9K 0.05% 379
2023
Q3 		$551K Sell
4,877
-990
-17% -$122K 0.07% 336
2023
Q2 		$740K Buy
5,867
+232
+4% +$27.3K 0.08% 305
2023
Q1 		$637K Buy
5,635
+772
+16% +$84.9K 0.07% 334
2022
Q4 		$491K Sell
4,863
-178
-4% -$17.7K 0.06% 433
2022
Q3 		$472K Sell
5,041
-39
-0.8% -$3.97K 0.05% 437
2022
Q2 		$452K Sell
5,080
-1,929
-28% -$187K 0.05% 488
2022
Q1 		$711K Sell
7,009
-14,501
-67% -$1.47M 0.06% 375
2021
Q4 		$2.23M Sell
21,510
-746
-3% -$77.1K 0.16% 160
2021
Q3 		$2.42M Buy
22,256
+5,714
+35% +$638K 0.18% 137
2021
Q2 		$1.77M Buy
16,542
+3,339
+25% +$388K 0.13% 186
2021
Q1 		$1.57M Sell
13,203
-2,516
-16% -$289K 0.12% 201
2020
Q4 		$1.79M Sell
15,719
-258
-2% -$27.8K 0.2% 114
2020
Q3 		$1.65M Sell
15,977
-23,324
-59% -$2.32M 0.18% 118
2020
Q2 		$3.84M Sell
39,301
-5,247
-12% -$528K 0.42% 52
2020
Q1 		$5.43M Sell
44,548
-1,661
-4% -$184K 0.48% 41
2019
Q4 		$5.34M Buy
46,209
+9,345
+25% +$1.03M 0.47% 45
2019
Q3 		$3.82M Buy
36,864
+25
+0.1% +$2.55K 0.33% 52
2019
Q2 		$3.36M Sell
36,839
-495
-1% -$43.4K 0.28% 66
2019
Q1 		$3.3M Buy
37,334
+5,912
+19% +$488K 0.26% 74
2018
Q4 		$2.31M Sell
31,422
-3,586
-10% -$277K 0.18% 99
2018
Q3 		$2.8M Buy
35,008
+420
+1% +$33K 0.18% 96
2018
Q2 		$2.56M Buy
34,588
+2,931
+9% +$213K 0.15% 115
2018
Q1 		$2.26M Sell
31,657
-1,361
-4% -$95.7K 0.12% 151
2017
Q4 		$2.17M Buy
33,018
+1,686
+5% +$109K 0.11% 145
2017
Q3 		$2.02M Buy
31,332
+2,030
+7% +$126K 0.11% 138
2017
Q2 		$1.79M Buy
29,302
+1,370
+5% +$82.9K 0.1% 148
2017
Q1 		$1.61M Buy
27,932
+3,194
+13% +$179K 0.09% 167
2016
Q4 		$1.31M Sell
24,738
-18
-0.1% -$925 0.08% 180
2016
Q3 		$1.23M Buy
24,756
+700
+3% +$36.7K 0.08% 186
2016
Q2 		$1.31M Buy
24,056
+6
+0% +$309 0.09% 156
2016
Q1 		$1.23M Buy
24,050
+3,644
+18% +$173K 0.09% 168
2015
Q4 		$933K Sell
20,406
-10,546
-34% -$495K 0.07% 234
2015
Q3 		$237K Buy
30,952
+10,342
+50% +$447K 0.02% 557
2015
Q2 		$854K Sell
20,610
-346
-2% -$13.9K 0.09% 192
2015
Q1 		$832K Buy
20,956
+1,238
+6% +$47.2K 0.09% 176
2014
Q4 		$700K Buy
19,718
+466
+2% +$16K 0.09% 206
2014
Q3 		$622K Sell
19,252
-754
-4% -$23.8K 0.11% 188
2014
Q2 		$603K Buy
20,006
+2,482
+14% +$73.6K 0.1% 185
2014
Q1 		$497K Buy
17,524
+1,496
+9% +$42.8K 0.11% 190
2013
Q4 		$473K Buy
16,028
+284
+2% +$7.66K 0.12% 168
2013
Q3 		$398K Buy
15,744
+2,696
+21% +$65.2K 0.11% 154
2013
Q2 		$285K Buy
+13,048
New +$286K 0.1% 190

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedom Investment Management's FISV Position: Q3 2025 in Review

Freedom Investment Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 5,813 shares — an estimated $1M sold.

Freedom Investment Management first reported a position in FISV in Q2 2013 and held it in 49 quarters. The position peaked at $5.43M in Q1 2020. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Freedom Investment Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 5,813 Fiserv Inc shares in Q3 2025, an estimated $1M.
  • Freedom Investment Management first reported a position in Fiserv Inc in Q2 2013 and held it in 49 quarters.
  • Freedom Investment Management's Fiserv Inc position peaked at $5.43M in Q1 2020.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.