IAM Advisory’s Fiserv Inc FISV Stock Holding History

IAM Advisory’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	-1,328	Closed	-$229K	–	103
2025 Q2	$229K	Hold	1,328	–	–	0.06%	93
2025 Q1	$293K	Hold	1,328	–	–	0.08%	84
2024 Q4	$273K	Buy	+1,328	New	+$271K	0.07%	87

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

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

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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IAM Advisory's FISV Position: Q3 2025 in Review

IAM Advisory sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,328 shares — an estimated $229K sold.

IAM Advisory first reported a position in FISV in Q4 2024 and held it in 3 quarters. The position peaked at $293K in Q1 2025. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

IAM Advisory reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
IAM Advisory sold 1,328 Fiserv Inc shares in Q3 2025, an estimated $229K.
IAM Advisory first reported a position in Fiserv Inc in Q4 2024 and held it in 3 quarters.
IAM Advisory's Fiserv Inc position peaked at $293K in Q1 2025.
1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on IAM Advisory's 13F filing for Q3 2025, filed 20 Oct 2025.