OPA
FISV

Old Port Advisors’s Fiserv Inc FISV Stock Holding History

Old Port 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
-1,747
Closed -$225K – 239
2025
Q3 		$225K Sell
1,747
-28
-2% -$4.01K 0.06% 220
2025
Q2 		$306K Buy
1,775
+12
+0.7% +$2.18K 0.08% 187
2025
Q1 		$389K Sell
1,763
-75
-4% -$16.4K 0.12% 157
2024
Q4 		$378K Hold
1,838
– – 0.11% 161
2024
Q3 		$330K Sell
1,838
-121
-6% -$20K 0.09% 182
2024
Q2 		$292K Buy
1,959
+9
+0.5% +$1.36K 0.09% 181
2024
Q1 		$312K Sell
1,950
-21
-1% -$3.06K 0.1% 173
2023
Q4 		$262K Sell
1,971
-36
-2% -$4.42K 0.09% 188
2023
Q3 		$227K Buy
+2,007
New +$247K 0.08% 186
2023
Q1 		$252K Sell
2,192
-184
-8% -$20.2K 0.09% 187
2022
Q4 		$240K Sell
2,376
-70
-3% -$6.97K 0.09% 193
2022
Q3 		$246K Sell
2,446
-110
-4% -$11.2K 0.1% 186
2022
Q2 		$241K Sell
2,556
-81
-3% -$7.86K 0.09% 192
2022
Q1 		$272K Sell
2,637
-60
-2% -$6.07K 0.09% 191
2021
Q4 		$294K Sell
2,697
-221
-8% -$22.9K 0.1% 184
2021
Q3 		$317K Sell
2,918
-48
-2% -$5.36K 0.11% 171
2021
Q2 		$325K Sell
2,966
-464
-14% -$53.9K 0.12% 171
2021
Q1 		$408K Buy
3,430
+141
+4% +$16.2K 0.16% 133
2020
Q4 		$368K Buy
3,289
+152
+5% +$16.4K 0.16% 131
2020
Q3 		$323K Hold
3,137
– – 0.16% 128
2020
Q2 		$306K Sell
3,137
-171
-5% -$17.2K 0.16% 128
2020
Q1 		$314K Buy
3,308
+1,036
+46% +$115K 0.19% 113
2019
Q4 		$266K Buy
2,272
+29
+1% +$3.2K 0.13% 147
2019
Q3 		$237K Sell
2,243
-150
-6% -$15.3K 0.12% 151
2019
Q2 		$225K Sell
2,393
-451
-16% -$39.5K 0.12% 159
2019
Q1 		$251K Sell
2,844
-20
-0.7% -$1.65K 0.13% 151
2018
Q4 		$224K Buy
+2,864
New +$221K 0.13% 153
2018
Q2 		$226K Buy
+3,057
New +$222K 0.12% 149

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

Old Port Advisors's FISV Position: Q4 2025 in Review

Old Port Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,747 shares — an estimated $225K sold.

Old Port Advisors first reported a position in FISV in Q2 2018 and held it in 28 quarters. The position peaked at $408K in Q1 2021. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Old Port Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Old Port Advisors sold 1,747 Fiserv Inc shares in Q4 2025, an estimated $225K.
  • Old Port Advisors first reported a position in Fiserv Inc in Q2 2018 and held it in 28 quarters.
  • Old Port Advisors's Fiserv Inc position peaked at $408K in Q1 2021.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Old Port Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.