Lafayette Investments’s Fiserv Inc FISV Stock Holding History

Lafayette Investments’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	-1,563	Closed	-$202K	–	161
2025 Q3	$202K	Sell	1,563 -725	-32%	-$104K	0.04%	150
2025 Q2	$394K	Sell	2,288 -1,500	-40%	-$272K	0.08%	111
2025 Q1	$837K	Buy	3,788 +189	+5%	+$41.4K	0.18%	70
2024 Q4	$739K	Hold	3,599	–	–	0.16%	73
2024 Q3	$647K	Sell	3,599 -275	-7%	-$45.4K	0.14%	78
2024 Q2	$577K	Sell	3,874 -200	-5%	-$30.3K	0.13%	79
2024 Q1	$651K	Hold	4,074	–	–	0.15%	75
2023 Q4	$541K	Hold	4,074	–	–	0.13%	80
2023 Q3	$460K	Hold	4,074	–	–	0.13%	84
2023 Q2	$514K	Hold	4,074	–	–	0.14%	79
2023 Q1	$460K	Hold	4,074	–	–	0.13%	83
2022 Q4	$412K	Hold	4,074	–	–	0.12%	87
2022 Q3	$381K	Sell	4,074 -1,050	-20%	-$107K	0.12%	83
2022 Q2	$456K	Sell	5,124 -750	-13%	-$72.7K	0.13%	81
2022 Q1	$596K	Hold	5,874	–	–	0.15%	77
2021 Q4	$610K	Sell	5,874 -500	-8%	-$51.7K	0.15%	75
2021 Q3	$692K	Hold	6,374	–	–	0.19%	69
2021 Q2	$681K	Buy	+6,374	New	+$741K	0.19%	68

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Lafayette Investments's FISV Position: Q4 2025 in Review

Lafayette Investments sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,563 shares — an estimated $202K sold.

Lafayette Investments first reported a position in FISV in Q2 2021 and held it in 18 quarters. The position peaked at $837K in Q1 2025. 1,397 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Lafayette Investments reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Lafayette Investments sold 1,563 Fiserv Inc shares in Q4 2025, an estimated $202K.
Lafayette Investments first reported a position in Fiserv Inc in Q2 2021 and held it in 18 quarters.
Lafayette Investments's Fiserv Inc position peaked at $837K in Q1 2025.
1,397 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Lafayette Investments's 13F filing for Q4 2025, filed 4 Feb 2026.