JFG
FISV

JDM Financial Group’s Fiserv Inc FISV Stock Holding History

JDM Financial Group’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
-13
Closed -$1.68K – 268
2025
Q3 		$1.68K Hold
13
– – ﹤0.01% 273
2025
Q2 		$2.24K Hold
13
– – ﹤0.01% 248
2025
Q1 		$2.87K Hold
13
– – ﹤0.01% 236
2024
Q4 		$2.67K Hold
13
– – ﹤0.01% 247
2024
Q3 		$2.33K Buy
+13
New +$2.14K ﹤0.01% 243

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 $3.38T AUM 44.17% 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

JDM Financial Group's FISV Position: Q4 2025 in Review

JDM Financial Group sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 13 shares — an estimated $1.68K sold.

JDM Financial Group first reported a position in FISV in Q3 2024 and held it in 5 quarters. The position peaked at $2.87K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • JDM Financial Group reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • JDM Financial Group sold 13 Fiserv Inc shares in Q4 2025, an estimated $1.68K.
  • JDM Financial Group first reported a position in Fiserv Inc in Q3 2024 and held it in 5 quarters.
  • JDM Financial Group's Fiserv Inc position peaked at $2.87K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.