OFS
FISV

OneAscent Financial Services’s Fiserv Inc FISV Stock Holding History

OneAscent Financial 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
Q3 		– Sell
-2,057
Closed -$355K – 439
2025
Q2 		$355K Sell
2,057
-915
-31% -$166K 0.03% 375
2025
Q1 		$658K Buy
2,972
+1,435
+93% +$314K 0.04% 281
2024
Q4 		$316K Sell
1,537
-333
-18% -$68K 0.03% 348
2024
Q3 		$336K Buy
+1,870
New +$308K 0.24% 109

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

OneAscent Financial Services's FISV Position: Q3 2025 in Review

OneAscent Financial Services sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 2,057 shares — an estimated $355K sold.

OneAscent Financial Services first reported a position in FISV in Q3 2024 and held it in 4 quarters. The position peaked at $658K in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • OneAscent Financial Services reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 2,057 Fiserv Inc shares in Q3 2025, an estimated $355K.
  • OneAscent Financial Services first reported a position in Fiserv Inc in Q3 2024 and held it in 4 quarters.
  • OneAscent Financial Services's Fiserv Inc position peaked at $658K in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on OneAscent Financial Services's 13F filing for Q3 2025, filed 22 Oct 2025.