Naples Global Advisors’s Fiserv Inc FISV Stock Holding History

Naples Global Advisors’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	-2,929	Closed	-$378K	–	441
2025 Q3	$378K	Sell	2,929 -288	-9%	-$41.3K	0.03%	355
2025 Q2	$555K	Buy	3,217 +38	+1%	+$6.89K	0.05%	288
2025 Q1	$702K	Sell	3,179 -11	-0.3%	-$2.41K	0.07%	256
2024 Q4	$655K	Hold	3,190	–	–	0.06%	262
2024 Q3	$573K	Sell	3,190 -21	-0.7%	-$3.46K	0.05%	271
2024 Q2	$479K	Hold	3,211	–	–	0.05%	287
2024 Q1	$513K	Hold	3,211	–	–	0.05%	284
2023 Q4	$427K	Sell	3,211 -47	-1%	-$5.77K	0.05%	295
2023 Q3	$368K	Buy	3,258 +211	+7%	+$26K	0.04%	312
2023 Q2	$384K	Buy	3,047 +30	+1%	+$3.53K	0.05%	313
2023 Q1	$341K	Sell	3,017 -461	-13%	-$50.7K	0.04%	321
2022 Q4	$352K	Buy	3,478 +101	+3%	+$10.1K	0.04%	314
2022 Q3	$316K	Buy	+3,377	New	+$344K	0.04%	311

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

Naples Global Advisors's FISV Position: Q4 2025 in Review

Naples Global Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,929 shares — an estimated $378K sold.

Naples Global Advisors first reported a position in FISV in Q3 2022 and held it in 13 quarters. The position peaked at $702K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Naples Global Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Naples Global Advisors sold 2,929 Fiserv Inc shares in Q4 2025, an estimated $378K.
Naples Global Advisors first reported a position in Fiserv Inc in Q3 2022 and held it in 13 quarters.
Naples Global Advisors's Fiserv Inc position peaked at $702K in Q1 2025.
1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Naples Global Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.