I
FISV

InceptionR’s Fiserv Inc FISV Stock Holding History

InceptionR’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
-5,895
Closed -$1.02M – 771
2025
Q2 		$1.02M Sell
5,895
-2,478
-30% -$449K 0.24% 150
2025
Q1 		$1.85M Buy
8,373
+4,853
+138% +$1.06M 0.55% 1
2024
Q4 		$723K Buy
+3,520
New +$719K 0.16% 238
2024
Q1 		– Sell
-2,325
Closed -$309K – 627
2023
Q4 		$309K Sell
2,325
-7,122
-75% -$874K 0.22% 215
2023
Q3 		$1.07M Buy
9,447
+1,268
+16% +$156K 0.61% 8
2023
Q2 		$1.03M Sell
8,179
-1,848
-18% -$218K 0.55% 21
2023
Q1 		$1.13M Buy
+10,027
New +$1.1M 0.36% 74

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

InceptionR's FISV Position: Q3 2025 in Review

InceptionR sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 5,895 shares — an estimated $1.02M sold.

InceptionR first reported a position in FISV in Q1 2023 and held it in 7 quarters. The position peaked at $1.85M in Q1 2025. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • InceptionR reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • InceptionR sold 5,895 Fiserv Inc shares in Q3 2025, an estimated $1.02M.
  • InceptionR first reported a position in Fiserv Inc in Q1 2023 and held it in 7 quarters.
  • InceptionR's Fiserv Inc position peaked at $1.85M in Q1 2025.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.