JCM
FISV

Jacobsen Capital Management’s Fiserv Inc FISV Stock Holding History

Jacobsen Capital Management’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
Q4 		– Sell
-1,767
Closed -$228K – 122
2025
Q3 		$228K Buy
1,767
+97
+6% +$13.9K 0.08% 108
2025
Q2 		$288K Sell
1,670
-24
-1% -$4.35K 0.11% 81
2025
Q1 		$374K Buy
1,694
+45
+3% +$9.85K 0.16% 57
2024
Q4 		$339K Sell
1,649
-23
-1% -$4.7K 0.14% 55
2024
Q3 		$300K Sell
1,672
-269
-14% -$44.4K 0.13% 64
2024
Q2 		$289K Sell
1,941
-43
-2% -$6.51K 0.13% 62
2024
Q1 		$317K Sell
1,984
-128
-6% -$18.6K 0.15% 58
2023
Q4 		$281K Sell
2,112
-87
-4% -$10.7K 0.14% 60
2023
Q3 		$248K Sell
2,199
-4
-0.2% -$493 0.13% 62
2023
Q2 		$278K Sell
2,203
-18
-0.8% -$2.12K 0.14% 58
2023
Q1 		$251K Sell
2,221
-16,279
-88% -$1.79M 0.13% 63
2022
Q4 		$1.87M Sell
18,500
-2,387
-11% -$238K 1% 18
2022
Q3 		$1.95M Sell
20,887
-998
-5% -$102K 1.12% 16
2022
Q2 		$1.95M Sell
21,885
-1,799
-8% -$174K 1.04% 19
2022
Q1 		$2.4M Buy
23,684
+4,331
+22% +$438K 1.1% 20
2021
Q4 		$2.01M Buy
19,353
+388
+2% +$40.1K 0.95% 23
2021
Q3 		$2.06M Buy
18,965
+492
+3% +$55K 1.04% 19
2021
Q2 		$1.98M Buy
18,473
+349
+2% +$40.6K 1.01% 18
2021
Q1 		$2.16M Buy
18,124
+1,084
+6% +$124K 1.19% 15
2020
Q4 		$1.94M Hold
17,040
– – 1.15% 15
2020
Q3 		$1.75M Sell
17,040
-258
-1% -$25.7K 1.23% 16
2020
Q2 		$1.69M Buy
+17,298
New +$1.74M 1.29% 17
2019
Q4 		$230K Buy
+1,990
New +$220K 0.23% 54

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Jacobsen Capital Management's FISV Position: Q4 2025 in Review

Jacobsen Capital Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,767 shares — an estimated $228K sold.

Jacobsen Capital Management first reported a position in FISV in Q4 2019 and held it in 23 quarters. The position peaked at $2.4M in Q1 2022. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Jacobsen Capital Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Jacobsen Capital Management sold 1,767 Fiserv Inc shares in Q4 2025, an estimated $228K.
  • Jacobsen Capital Management first reported a position in Fiserv Inc in Q4 2019 and held it in 23 quarters.
  • Jacobsen Capital Management's Fiserv Inc position peaked at $2.4M in Q1 2022.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Jacobsen Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.