JCM
FISV

Janney Capital Management’s Fiserv Inc FISV Stock Holding History

Janney 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
-2,440
Closed -$315K – 259
2025
Q3 		$315K Hold
2,440
– – 0.02% 198
2025
Q2 		$421K Hold
2,440
– – 0.03% 167
2025
Q1 		$539K Hold
2,440
– – 0.04% 148
2024
Q4 		$501K Hold
2,440
– – 0.03% 168
2024
Q3 		$438K Hold
2,440
– – 0.03% 169
2024
Q2 		$364K Hold
2,440
– – 0.03% 180
2024
Q1 		$390K Hold
2,440
– – 0.03% 186
2023
Q4 		$324K Hold
2,440
– – 0.02% 200
2023
Q3 		$276K Hold
2,440
– – 0.02% 187
2023
Q2 		$308K Hold
2,440
– – 0.02% 194
2023
Q1 		$276K Sell
2,440
-44
-2% -$4.84K 0.02% 191
2022
Q4 		$251K Buy
2,484
+19
+0.8% +$1.89K 0.02% 218
2022
Q3 		$231K Buy
2,465
+25
+1% +$2.55K 0.02% 195
2022
Q2 		$217K Hold
2,440
– – 0.02% 186
2022
Q1 		$247K Hold
2,440
– – 0.02% 184
2021
Q4 		$253K Hold
2,440
– – 0.02% 188
2021
Q3 		$265K Hold
2,440
– – 0.02% 179
2021
Q2 		$261K Hold
2,440
– – 0.02% 188
2021
Q1 		$290K Hold
2,440
– – 0.02% 179
2020
Q4 		$278K Hold
2,440
– – 0.02% 176
2020
Q3 		$251K Hold
2,440
– – 0.02% 186
2020
Q2 		$238K Hold
2,440
– – 0.02% 178
2020
Q1 		$232K Hold
2,440
– – 0.02% 171
2019
Q4 		$282K Hold
2,440
– – 0.02% 183
2019
Q3 		$253K Hold
2,440
– – 0.01% 189
2019
Q2 		$222K Hold
2,440
– – 0.01% 189
2019
Q1 		$215K Buy
+2,440
New +$201K 0.01% 193
2018
Q4 		– Sell
-2,440
Closed -$201K – 206
2018
Q3 		$201K Buy
+2,440
New +$192K 0.01% 214

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

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

Janney Capital Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,440 shares — an estimated $315K sold.

Janney Capital Management first reported a position in FISV in Q3 2018 and held it in 28 quarters. The position peaked at $539K in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Janney Capital Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Janney Capital Management sold 2,440 Fiserv Inc shares in Q4 2025, an estimated $315K.
  • Janney Capital Management first reported a position in Fiserv Inc in Q3 2018 and held it in 28 quarters.
  • Janney Capital Management's Fiserv Inc position peaked at $539K in Q1 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.