MAG
FISV

M3 Advisory Group’s Fiserv Inc FISV Stock Holding History

M3 Advisory Group’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
-1,559
Closed -$201K – 147
2025
Q3 		$201K Sell
1,559
-568
-27% -$81.4K 0.13% 151
2025
Q2 		$367K Sell
2,127
-132
-6% -$23.9K 0.25% 75
2025
Q1 		$499K Sell
2,259
-124
-5% -$27.1K 0.39% 54
2024
Q4 		$489K Sell
2,383
-14
-0.6% -$2.86K 0.35% 64
2024
Q3 		$431K Sell
2,397
-77
-3% -$12.7K 0.32% 72
2024
Q2 		$369K Buy
2,474
+269
+12% +$40.7K 0.3% 81
2024
Q1 		$352K Buy
2,205
+292
+15% +$42.5K 0.32% 75
2023
Q4 		$254K Buy
+1,913
New +$235K 0.3% 78

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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

M3 Advisory Group's FISV Position: Q4 2025 in Review

M3 Advisory Group sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,559 shares — an estimated $201K sold.

M3 Advisory Group first reported a position in FISV in Q4 2023 and held it in 8 quarters. The position peaked at $499K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • M3 Advisory Group reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • M3 Advisory Group sold 1,559 Fiserv Inc shares in Q4 2025, an estimated $201K.
  • M3 Advisory Group first reported a position in Fiserv Inc in Q4 2023 and held it in 8 quarters.
  • M3 Advisory Group's Fiserv Inc position peaked at $499K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on M3 Advisory Group's 13F filing for Q4 2025, filed 16 Jan 2026.