MSAM
FISV

Moloney Securities Asset Management’s Fiserv Inc FISV Stock Holding History

Moloney Securities 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
Q3 		$894K Sell
6,933
-109
-2% -$15.6K 0.11% 199
2025
Q2 		$1.21M Sell
7,042
-645
-8% -$117K 0.15% 163
2025
Q1 		$1.7M Sell
7,687
-1,164
-13% -$255K 0.23% 108
2024
Q4 		$1.82M Sell
8,851
-1,327
-13% -$271K 0.24% 107
2024
Q3 		$1.83M Sell
10,178
-608
-6% -$100K 0.25% 101
2024
Q2 		$1.61M Sell
10,786
-76
-0.7% -$11.5K 0.23% 101
2024
Q1 		$1.74M Sell
10,862
-233
-2% -$33.9K 0.26% 95
2023
Q4 		$1.47M Buy
11,095
+365
+3% +$44.8K 0.23% 103
2023
Q3 		$1.21M Buy
10,730
+454
+4% +$55.9K 0.22% 111
2023
Q2 		$1.3M Buy
10,276
+367
+4% +$43.2K 0.23% 115
2023
Q1 		$1.12M Sell
9,909
-350
-3% -$38.5K 0.21% 131
2022
Q4 		$1.04M Buy
10,259
+470
+5% +$46.8K 0.23% 123
2022
Q3 		$916K Buy
9,789
+655
+7% +$66.7K 0.22% 123
2022
Q2 		$813K Sell
9,134
-356
-4% -$34.5K 0.19% 143
2022
Q1 		$962K Sell
9,490
-600
-6% -$60.7K 0.19% 147
2021
Q4 		$1.05M Buy
10,090
+3,719
+58% +$385K 0.18% 138
2021
Q3 		$691K Sell
6,371
-120
-2% -$13.4K 0.13% 202
2021
Q2 		$694K Buy
6,491
+1,658
+34% +$193K 0.13% 203
2021
Q1 		$575K Buy
4,833
+1,117
+30% +$128K 0.11% 210
2020
Q4 		$423K Buy
3,716
+247
+7% +$26.6K 0.09% 224
2020
Q3 		$357K Sell
3,469
-66
-2% -$6.57K 0.09% 215
2020
Q2 		$345K Sell
3,535
-670
-16% -$67.5K 0.1% 203
2020
Q1 		$399K Buy
4,205
+176
+4% +$19.6K 0.14% 150
2019
Q4 		$466K Buy
4,029
+283
+8% +$31.2K 0.14% 174
2019
Q3 		$388K Buy
3,746
+174
+5% +$17.8K 0.13% 190
2019
Q2 		$326K Buy
3,572
+368
+11% +$32.2K 0.11% 205
2019
Q1 		$283K Buy
+3,204
New +$264K 0.1% 227

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moloney Securities Asset Management's FISV Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Fiserv Inc (FISV) stake by 1.5% in Q3 2025, selling an estimated $15.6K and leaving 6,933 shares worth $894K. The position accounts for 0.11% of the portfolio, ranked #199.

Moloney Securities Asset Management first reported a position in FISV in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.83M in Q3 2024. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Moloney Securities Asset Management held 6,933 shares of Fiserv Inc worth $894K as of Q3 2025.
  • Moloney Securities Asset Management sold 109 Fiserv Inc shares in Q3 2025, an estimated $15.6K.
  • Fiserv Inc made up 0.11% of Moloney Securities Asset Management's portfolio in Q3 2025, its #199 holding.
  • Moloney Securities Asset Management first reported a position in Fiserv Inc in Q1 2019 and has held it in 27 quarters since.
  • Moloney Securities Asset Management's Fiserv Inc position peaked at $1.83M in Q3 2024.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.