PJSIMP
FISV

P.J. Schmidt Investment Management (PJS)’s Fiserv Inc FISV Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
-2,615
Closed -$337K – 195
2025
Q3 		$337K Sell
2,615
-248
-9% -$35.5K 0.06% 157
2025
Q2 		$494K Hold
2,863
– – 0.09% 119
2025
Q1 		$632K Hold
2,863
– – 0.12% 95
2024
Q4 		$588K Sell
2,863
-25
-0.9% -$5.1K 0.1% 102
2024
Q3 		$519K Hold
2,888
– – 0.09% 107
2024
Q2 		$430K Hold
2,888
– – 0.08% 122
2024
Q1 		$462K Hold
2,888
– – 0.09% 118
2023
Q4 		$408K Sell
2,888
-40
-1% -$4.91K 0.08% 122
2023
Q3 		$328K Buy
2,928
+166
+6% +$20.4K 0.07% 133
2023
Q2 		$359K Sell
2,762
-10
-0.4% -$1.18K 0.07% 127
2023
Q1 		$332K Sell
2,772
-60
-2% -$6.6K 0.07% 140
2022
Q4 		$286K Hold
2,832
– – 0.06% 141
2022
Q3 		$274K Sell
2,832
-150
-5% -$15.3K 0.07% 148
2022
Q2 		$316K Sell
2,982
-214
-7% -$20.8K 0.07% 135
2022
Q1 		$313K Sell
3,196
-150
-4% -$15.2K 0.07% 142
2021
Q4 		$354K Sell
3,346
-552
-14% -$57.1K 0.07% 143
2021
Q3 		$428K Sell
3,898
-500
-11% -$55.9K 0.08% 130
2021
Q2 		$492K Sell
4,398
-296
-6% -$34.4K 0.1% 119
2021
Q1 		$574K Hold
4,694
– – 0.12% 108
2020
Q4 		$482K Sell
4,694
-188
-4% -$20.3K 0.11% 114
2020
Q3 		$472K Sell
4,882
-43
-0.9% -$4.28K 0.11% 105
2020
Q2 		$481K Hold
4,925
– – 0.14% 78
2020
Q1 		$468K Sell
4,925
-10
-0.2% -$1.11K 0.16% 81
2019
Q4 		$571K Buy
4,935
+20
+0.4% +$2.21K 0.15% 90
2019
Q3 		$509K Buy
4,915
+126
+3% +$12.9K 0.14% 92
2019
Q2 		$437K Buy
4,789
+65
+1% +$5.7K 0.13% 102
2019
Q1 		$417K Hold
4,724
– – 0.12% 104
2018
Q4 		$347K Hold
4,724
– – 0.11% 104
2018
Q3 		$389K Hold
4,724
– – 0.11% 105
2018
Q2 		$350K Sell
4,724
-630
-12% -$45.7K 0.1% 103
2018
Q1 		$382K Buy
5,354
+130
+2% +$9.14K 0.11% 98
2017
Q4 		$343K Sell
5,224
-30
-0.6% -$1.94K 0.1% 104
2017
Q3 		$339K Sell
5,254
-100
-2% -$6.21K 0.1% 109
2017
Q2 		$328K Sell
5,354
-90
-2% -$5.44K 0.1% 108
2017
Q1 		$314K Sell
5,444
-240
-4% -$13.5K 0.11% 109
2016
Q4 		$302K Sell
5,684
-1,280
-18% -$65.8K 0.11% 113
2016
Q3 		$346K Buy
6,964
+1,120
+19% +$58.7K 0.13% 107
2016
Q2 		$318K Sell
5,844
-330
-5% -$17K 0.12% 115
2016
Q1 		$317K Sell
6,174
-160
-3% -$7.59K 0.12% 115
2015
Q4 		$290K Buy
6,334
+650
+11% +$30.5K 0.12% 123
2015
Q3 		$246K Buy
5,684
+210
+4% +$9.08K 0.11% 121
2015
Q2 		$227K Buy
5,474
+160
+3% +$6.43K 0.09% 141
2015
Q1 		$211K Buy
+5,314
New +$203K 0.08% 146

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 $3.38T AUM 44.17% 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

P.J. Schmidt Investment Management (PJS)'s FISV Position: Q4 2025 in Review

P.J. Schmidt Investment Management (PJS) sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,615 shares — an estimated $337K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in FISV in Q1 2015 and held it in 43 quarters. The position peaked at $632K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • P.J. Schmidt Investment Management (PJS) reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 2,615 Fiserv Inc shares in Q4 2025, an estimated $337K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Fiserv Inc in Q1 2015 and held it in 43 quarters.
  • P.J. Schmidt Investment Management (PJS)'s Fiserv Inc position peaked at $632K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q4 2025, filed 28 Jan 2026.