PP
FISV

Paloma Partners’s Fiserv Inc FISV Stock Holding History

Paloma Partners’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
2024
Q4 		– Sell
-4,500
Closed -$808K – 568
2024
Q3 		$808K Buy
4,500
+200
+5% +$33K 0.02% 479
2024
Q2 		$641K Buy
+4,300
New +$651K 0.02% 650
2022
Q4 		– Sell
-9,000
Closed -$842K – 1005
2022
Q3 		$842K Buy
9,000
+7,500
+500% +$764K 0.04% 368
2022
Q2 		$133K Sell
1,500
-4,600
-75% -$446K ﹤0.01% 945
2022
Q1 		$618K Sell
6,100
-59,300
-91% -$6M 0.02% 632
2021
Q4 		$6.79M Buy
+65,400
New +$6.76M 0.1% 165
2021
Q3 		– Sell
-137,600
Closed -$14.7M – 1351
2021
Q2 		$14.7M Buy
+137,600
New +$16M 0.27% 68

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Paloma Partners's FISV Position: Q4 2024 in Review

Paloma Partners sold out of Fiserv Inc (FISV) in Q4 2024, closing a stake of 14,000 shares — an estimated $2.52M sold.

Paloma Partners first reported a position in FISV in Q2 2013 and held it in 40 quarters. The position peaked at $37.3M in Q3 2019. 1,897 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Paloma Partners reported no remaining Fiserv Inc position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 14,000 Fiserv Inc shares in Q4 2024, an estimated $2.52M.
  • Paloma Partners first reported a position in Fiserv Inc in Q2 2013 and held it in 40 quarters.
  • Paloma Partners's Fiserv Inc position peaked at $37.3M in Q3 2019.
  • 1,897 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.