LSIA
FISV

LaSalle St. Investment Advisors’s Fiserv Inc FISV Stock Holding History

LaSalle St. Investment Advisors’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
Q2 		– Sell
-1,273
Closed -$281K – 331
2025
Q1 		$281K Buy
1,273
+62
+5% +$13.6K 0.07% 228
2024
Q4 		$248K Buy
+1,211
New +$247K 0.08% 227

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LaSalle St. Investment Advisors's FISV Position: Q2 2025 in Review

LaSalle St. Investment Advisors sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,273 shares — an estimated $281K sold.

LaSalle St. Investment Advisors first reported a position in FISV in Q4 2024 and held it in 2 quarters. The position peaked at $281K in Q1 2025. 1,846 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • LaSalle St. Investment Advisors reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • LaSalle St. Investment Advisors sold 1,273 Fiserv Inc shares in Q2 2025, an estimated $281K.
  • LaSalle St. Investment Advisors first reported a position in Fiserv Inc in Q4 2024 and held it in 2 quarters.
  • LaSalle St. Investment Advisors's Fiserv Inc position peaked at $281K in Q1 2025.
  • 1,846 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.