LRIA
FISV

Leonard Rickey Investment Advisors’s Fiserv Inc FISV Stock Holding History

Leonard Rickey 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
-1,025
Closed -$218K – 114
2025
Q1 		$218K Sell
1,025
-22
-2% -$4.82K 0.05% 103
2024
Q4 		$215K Buy
+1,047
New +$214K 0.05% 101

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 $733B AUM 35.63% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Leonard Rickey Investment Advisors's FISV Position: Q2 2025 in Review

Leonard Rickey Investment Advisors sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,025 shares — an estimated $218K sold.

Leonard Rickey Investment Advisors first reported a position in FISV in Q4 2024 and held it in 2 quarters. The position peaked at $218K in Q1 2025. 1,846 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Leonard Rickey Investment Advisors reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 1,025 Fiserv Inc shares in Q2 2025, an estimated $218K.
  • Leonard Rickey Investment Advisors first reported a position in Fiserv Inc in Q4 2024 and held it in 2 quarters.
  • Leonard Rickey Investment Advisors's Fiserv Inc position peaked at $218K in Q1 2025.
  • 1,846 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.