Harbour Trust & Investment Management’s Fiserv Inc FISV Stock Holding History

Harbour Trust & 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 Q4	–	Sell	-1,670	Closed	-$215K	–	157
2025 Q3	$215K	Sell	1,670 -44	-3%	-$6.3K	0.02%	151
2025 Q2	$296K	Hold	1,714	–	–	0.03%	134
2025 Q1	$379K	Hold	1,714	–	–	0.05%	121
2024 Q4	$352K	Hold	1,714	–	–	0.04%	125
2024 Q3	$308K	Sell	1,714 -14	-0.8%	-$2.31K	0.04%	133
2024 Q2	$258K	Buy	1,728 +14	+0.8%	+$2.12K	0.03%	143
2024 Q1	$274K	Hold	1,714	–	–	0.03%	146
2023 Q4	$228K	Buy	+1,714	New	+$210K	0.03%	154

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Harbour Trust & Investment Management's FISV Position: Q4 2025 in Review

Harbour Trust & Investment Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,670 shares — an estimated $215K sold.

Harbour Trust & Investment Management first reported a position in FISV in Q4 2023 and held it in 8 quarters. The position peaked at $379K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Harbour Trust & Investment Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Harbour Trust & Investment Management sold 1,670 Fiserv Inc shares in Q4 2025, an estimated $215K.
Harbour Trust & Investment Management first reported a position in Fiserv Inc in Q4 2023 and held it in 8 quarters.
Harbour Trust & Investment Management's Fiserv Inc position peaked at $379K in Q1 2025.
1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Harbour Trust & Investment Management's 13F filing for Q4 2025, filed 28 Jan 2026.