LA
FISV

Latitude Advisors’s Fiserv Inc FISV Stock Holding History

Latitude 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
Q4 		– Sell
-1,592
Closed -$205K – 231
2025
Q3 		$205K Buy
+1,592
New +$228K 0.09% 211
2024
Q4 		– Sell
-1,666
Closed -$299K – 191
2024
Q3 		$299K Sell
1,666
-1
-0.1% -$165 0.17% 133
2024
Q2 		$248K Buy
1,667
+26
+2% +$3.94K 0.15% 142
2024
Q1 		$262K Buy
1,641
+114
+7% +$16.6K 0.16% 127
2023
Q4 		$203K Buy
+1,527
New +$187K 0.14% 165
2023
Q2 		– Sell
-2,495
Closed -$282K – 183
2023
Q1 		$282K Sell
2,495
-5
-0.2% -$550 0.2% 121
2022
Q4 		$253K Sell
2,500
-7
-0.3% -$697 0.19% 125
2022
Q3 		$235K Hold
2,507
– – 0.19% 120
2022
Q2 		$223K Sell
2,507
-4,987
-67% -$484K 0.2% 124
2022
Q1 		$760K Buy
7,494
+2,372
+46% +$240K 0.17% 122
2021
Q4 		$532K Buy
+5,122
New +$530K 0.15% 143

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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Latitude Advisors's FISV Position: Q4 2025 in Review

Latitude Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,592 shares — an estimated $205K sold.

Latitude Advisors first reported a position in FISV in Q4 2021 and held it in 11 quarters. The position peaked at $760K in Q1 2022. 1,395 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Latitude Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Latitude Advisors sold 1,592 Fiserv Inc shares in Q4 2025, an estimated $205K.
  • Latitude Advisors first reported a position in Fiserv Inc in Q4 2021 and held it in 11 quarters.
  • Latitude Advisors's Fiserv Inc position peaked at $760K in Q1 2022.
  • 1,395 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Latitude Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.