IMA Advisory Services’s Fiserv Inc FISV Stock Holding History

IMA Advisory Services’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	-4	Closed	-$690	–	558
2025 Q2	$690	Buy	+4	New	+$725	﹤0.01%	375
2022 Q3	–	Sell	-67	Closed	-$6K	–	366
2022 Q2	$6K	Sell	67 -169	-72%	-$16.4K	﹤0.01%	281
2022 Q1	$24K	Sell	236 -141	-37%	-$14.3K	0.01%	193
2021 Q4	$39K	Buy	377 +267	+243%	+$27.6K	0.01%	178
2021 Q3	$12K	Hold	110	–	–	﹤0.01%	226
2021 Q2	$12K	Hold	110	–	–	﹤0.01%	225
2021 Q1	$13K	Hold	110	–	–	﹤0.01%	223
2020 Q4	$13K	Sell	110 -20,656	-99%	-$2.23M	﹤0.01%	210
2020 Q3	$2.14M	Sell	20,766 -897	-4%	-$89.3K	0.72%	49
2020 Q2	$2.12M	Buy	+21,663	New	+$2.18M	0.76%	48

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

IMA Advisory Services's FISV Position: Q3 2025 in Review

IMA Advisory Services sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 4 shares — an estimated $690 sold.

IMA Advisory Services first reported a position in FISV in Q2 2020 and held it in 10 quarters. The position peaked at $2.14M in Q3 2020. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

IMA Advisory Services reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
IMA Advisory Services sold 4 Fiserv Inc shares in Q3 2025, an estimated $690.
IMA Advisory Services first reported a position in Fiserv Inc in Q2 2020 and held it in 10 quarters.
IMA Advisory Services's Fiserv Inc position peaked at $2.14M in Q3 2020.
1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on IMA Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.