PPA
FISV

Pacific Point Advisors’s Fiserv Inc FISV Stock Holding History

Pacific Point 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
-8,188
Closed -$1.06M – 136
2025
Q3 		$1.06M Buy
8,188
+1,037
+15% +$149K 0.62% 58
2025
Q2 		$1.23M Buy
7,151
+434
+6% +$78.7K 0.67% 44
2025
Q1 		$1.48M Buy
6,717
+535
+9% +$117K 0.82% 28
2024
Q4 		$1.32M Buy
+6,182
New +$1.26M 0.81% 30

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 $182B AUM 14.68% 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 $75B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $413B AUM 44.57% 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

Pacific Point Advisors's FISV Position: Q4 2025 in Review

Pacific Point Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 8,188 shares — an estimated $1.06M sold.

Pacific Point Advisors first reported a position in FISV in Q4 2024 and held it in 4 quarters. The position peaked at $1.48M in Q1 2025. 1,395 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Pacific Point Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Pacific Point Advisors sold 8,188 Fiserv Inc shares in Q4 2025, an estimated $1.06M.
  • Pacific Point Advisors first reported a position in Fiserv Inc in Q4 2024 and held it in 4 quarters.
  • Pacific Point Advisors's Fiserv Inc position peaked at $1.48M in Q1 2025.
  • 1,395 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Pacific Point Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.