IAS
FISV

Insigneo Advisory Services’s Fiserv Inc FISV Stock Holding History

Insigneo 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
-2,576
Closed -$444K – 757
2025
Q2 		$444K Sell
2,576
-1,612
-38% -$292K 0.04% 368
2025
Q1 		$925K Buy
4,188
+772
+23% +$169K 0.1% 178
2024
Q4 		$702K Buy
3,416
+909
+36% +$186K 0.07% 222
2024
Q3 		$450K Sell
2,507
-756
-23% -$125K 0.05% 336
2024
Q2 		$505K Buy
3,263
+420
+15% +$63.6K 0.06% 289
2024
Q1 		$454K Buy
+2,843
New +$414K 0.05% 283

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

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

Insigneo Advisory Services sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 2,576 shares — an estimated $444K sold.

Insigneo Advisory Services first reported a position in FISV in Q1 2024 and held it in 6 quarters. The position peaked at $925K in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Insigneo Advisory Services reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Insigneo Advisory Services sold 2,576 Fiserv Inc shares in Q3 2025, an estimated $444K.
  • Insigneo Advisory Services first reported a position in Fiserv Inc in Q1 2024 and held it in 6 quarters.
  • Insigneo Advisory Services's Fiserv Inc position peaked at $925K in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Insigneo Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.