PSB
FISV

Passumpsic Savings Bank’s Fiserv Inc FISV Stock Holding History

Passumpsic Savings Bank’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 		$2.74M Sell
13,328
-366
-3% -$74.7K 1.71% 26
2024
Q3 		$2.46M Sell
13,694
-177
-1% -$29.2K 1.61% 30
2024
Q2 		$2.07M Sell
13,871
-5,639
-29% -$854K 1.48% 31
2024
Q1 		$3.12M Buy
+19,510
New +$2.84M 1.99% 21

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Passumpsic Savings Bank's FISV Position: Q4 2024 in Review

Passumpsic Savings Bank reduced its Fiserv Inc (FISV) stake by 2.7% in Q4 2024, selling an estimated $74.7K and leaving 13,328 shares worth $2.74M. The position accounts for 1.71% of the portfolio, ranked #26.

Passumpsic Savings Bank first reported a position in FISV in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.12M in Q1 2024. 1,901 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Passumpsic Savings Bank held 13,328 shares of Fiserv Inc worth $2.74M as of Q4 2024.
  • Passumpsic Savings Bank sold 366 Fiserv Inc shares in Q4 2024, an estimated $74.7K.
  • Fiserv Inc made up 1.71% of Passumpsic Savings Bank's portfolio in Q4 2024, its #26 holding.
  • Passumpsic Savings Bank first reported a position in Fiserv Inc in Q1 2024 and has held it in 4 quarters since.
  • Passumpsic Savings Bank's Fiserv Inc position peaked at $3.12M in Q1 2024.
  • 1,901 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Passumpsic Savings Bank's 13F filing for Q4 2024, filed 3 Feb 2025.