Monetary Management Group’s Fiserv Inc FISV Stock Holding History

Monetary Management 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	-250	Closed	-$32.2K	–	332
2025 Q3	$32.2K	Hold	250	–	–	0.01%	282
2025 Q2	$43.1K	Hold	250	–	–	0.01%	257
2025 Q1	$55.2K	Hold	250	–	–	0.01%	249
2024 Q4	$51.4K	Hold	250	–	–	0.01%	259
2024 Q3	$44.9K	Hold	250	–	–	0.01%	260
2024 Q2	$37.3K	Hold	250	–	–	0.01%	271
2024 Q1	$40K	Hold	250	–	–	0.01%	268
2023 Q4	$33.2K	Hold	250	–	–	0.01%	264
2023 Q3	$28.2K	Hold	250	–	–	0.01%	267
2023 Q2	$31.5K	Hold	250	–	–	0.01%	274
2023 Q1	$28.3K	Sell	250 -2,500	-91%	-$275K	0.01%	280
2022 Q4	$278K	Sell	2,750 -550	-17%	-$54.8K	0.09%	172
2022 Q3	$309K	Sell	3,300 -1,000	-23%	-$102K	0.1%	152
2022 Q2	$383K	Hold	4,300	–	–	0.12%	134
2022 Q1	$436K	Sell	4,300 -350	-8%	-$35.4K	0.12%	136
2021 Q4	$483K	Buy	4,650 +650	+16%	+$67.2K	0.12%	129
2021 Q3	$434K	Buy	+4,000	New	+$447K	0.12%	132

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

Monetary Management Group's FISV Position: Q4 2025 in Review

Monetary Management Group sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 250 shares — an estimated $32.2K sold.

Monetary Management Group first reported a position in FISV in Q3 2021 and held it in 17 quarters. The position peaked at $483K in Q4 2021. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Monetary Management Group reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Monetary Management Group sold 250 Fiserv Inc shares in Q4 2025, an estimated $32.2K.
Monetary Management Group first reported a position in Fiserv Inc in Q3 2021 and held it in 17 quarters.
Monetary Management Group's Fiserv Inc position peaked at $483K in Q4 2021.
1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Monetary Management Group's 13F filing for Q4 2025, filed 11 Feb 2026.