Hobbs Group Advisors’s Fiserv Inc FISV Stock Holding History

Hobbs Group 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
2024 Q4	–	Sell	-38	Closed	-$6.83K	–	324
2024 Q3	$6.83K	Hold	38	–	–	﹤0.01%	460
2024 Q2	$5.66K	Buy	+38	New	+$5.75K	﹤0.01%	449

Other funds holding FISV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Hobbs Group Advisors's FISV Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Fiserv Inc (FISV) in Q4 2024, closing a stake of 38 shares — an estimated $6.83K sold.

Hobbs Group Advisors first reported a position in FISV in Q2 2024 and held it in 2 quarters. The position peaked at $6.83K in Q3 2024. 1,898 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

Hobbs Group Advisors reported no remaining Fiserv Inc position as of Q4 2024 after selling out during the quarter.
Hobbs Group Advisors sold 38 Fiserv Inc shares in Q4 2024, an estimated $6.83K.
Hobbs Group Advisors first reported a position in Fiserv Inc in Q2 2024 and held it in 2 quarters.
Hobbs Group Advisors's Fiserv Inc position peaked at $6.83K in Q3 2024.
1,898 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.