NAS
FISV

Nicolet Advisory Services’s Fiserv Inc FISV Stock Holding History

Nicolet Advisory Services’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 		$395K Sell
5,797
-1,599
-22% -$134K 0.03% 270
2025
Q3 		$937K Buy
7,396
+158
+2% +$22.6K 0.07% 139
2025
Q2 		$980K Buy
7,238
+356
+5% +$64.6K 0.08% 125
2025
Q1 		$1.41M Sell
6,882
-18
-0.3% -$3.94K 0.14% 82
2024
Q4 		$1.38M Sell
6,900
-39
-0.6% -$7.96K 0.13% 85
2024
Q3 		$1.27M Buy
6,939
+1,131
+19% +$187K 0.12% 89
2024
Q2 		$865K Buy
5,808
+200
+4% +$30.3K 0.08% 121
2024
Q1 		$871K Buy
5,608
+51
+0.9% +$7.43K 0.09% 116
2023
Q4 		$737K Sell
5,557
-200
-3% -$24.5K 0.08% 124
2023
Q3 		$650K Sell
5,757
-648
-10% -$79.8K 0.07% 134
2023
Q2 		$803K Sell
6,405
-49
-0.8% -$5.77K 0.09% 109
2023
Q1 		$729K Buy
6,454
+4,168
+182% +$458K 0.08% 114
2022
Q4 		$232K Buy
+2,286
New +$228K 0.03% 212
2020
Q3 		– Sell
-2,242
Closed -$219K – 193
2020
Q2 		$219K Buy
+2,242
New +$226K 0.03% 185

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 $3.37T AUM 44.26% 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

Nicolet Advisory Services's FISV Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Fiserv Inc (FISV) stake by 22% in Q4 2025, selling an estimated $134K and leaving 5,797 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #270.

Nicolet Advisory Services first reported a position in FISV in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.41M in Q1 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Nicolet Advisory Services held 5,797 shares of Fiserv Inc worth $395K as of Q4 2025.
  • Nicolet Advisory Services sold 1,599 Fiserv Inc shares in Q4 2025, an estimated $134K.
  • Fiserv Inc made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #270 holding.
  • Nicolet Advisory Services first reported a position in Fiserv Inc in Q2 2020 and has held it in 14 quarters since.
  • Nicolet Advisory Services's Fiserv Inc position peaked at $1.41M in Q1 2025.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.