Lipe & Dalton’s Fiserv Inc FISV Stock Holding History

Lipe & Dalton’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	-7,015	Closed	-$904K	–	96
2025 Q3	$904K	Buy	+7,015	New	+$1.01M	0.45%	49

Other funds holding FISV

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lipe & Dalton's FISV Position: Q4 2025 in Review

Lipe & Dalton sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 7,015 shares — an estimated $904K sold.

Lipe & Dalton first reported a position in FISV in Q3 2025 and held it in 1 quarter. The position peaked at $904K in Q3 2025. 1,395 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Lipe & Dalton reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Lipe & Dalton sold 7,015 Fiserv Inc shares in Q4 2025, an estimated $904K.
Lipe & Dalton first reported a position in Fiserv Inc in Q3 2025 and held it in 1 quarter.
Lipe & Dalton's Fiserv Inc position peaked at $904K in Q3 2025.
1,395 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Lipe & Dalton's 13F filing for Q4 2025, filed 26 Jan 2026.