Lummis Asset Management’s Fiserv Inc FISV Stock Holding History

Lummis Asset Management’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	-128	Closed	-$16.5K	–	190
2025 Q3	$16.5K	Hold	128	–	–	0.01%	111
2025 Q2	$22.1K	Hold	128	–	–	0.01%	97
2025 Q1	$28.3K	Hold	128	–	–	0.02%	93
2024 Q4	$26.3K	Sell	128 -1	-0.8%	-$204	0.03%	67
2024 Q3	$23.2K	Hold	129	–	–	0.03%	76
2024 Q2	$19.2K	Sell	129 -5	-4%	-$757	0.03%	77
2024 Q1	$21.4K	Hold	134	–	–	0.03%	76
2023 Q4	$17.8K	Buy	+134	New	+$16.4K	0.01%	106

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 $3.38T AUM 44.17% 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

Lummis Asset Management's FISV Position: Q4 2025 in Review

Lummis Asset Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 128 shares — an estimated $16.5K sold.

Lummis Asset Management first reported a position in FISV in Q4 2023 and held it in 8 quarters. The position peaked at $28.3K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Lummis Asset Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Lummis Asset Management sold 128 Fiserv Inc shares in Q4 2025, an estimated $16.5K.
Lummis Asset Management first reported a position in Fiserv Inc in Q4 2023 and held it in 8 quarters.
Lummis Asset Management's Fiserv Inc position peaked at $28.3K in Q1 2025.
1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Lummis Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.