PP
FISV

PDS Planning’s Fiserv Inc FISV Stock Holding History

PDS Planning’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
-2,998
Closed -$387K – 561
2025
Q3 		$387K Sell
2,998
-255
-8% -$36.5K 0.03% 305
2025
Q2 		$561K Sell
3,253
-168
-5% -$30.5K 0.04% 212
2025
Q1 		$755K Buy
3,421
+58
+2% +$12.7K 0.06% 149
2024
Q4 		$691K Sell
3,363
-34
-1% -$6.94K 0.06% 141
2024
Q3 		$610K Buy
3,397
+532
+19% +$87.8K 0.05% 159
2024
Q2 		$427K Buy
2,865
+49
+2% +$7.42K 0.04% 196
2024
Q1 		$450K Buy
2,816
+137
+5% +$20K 0.05% 178
2023
Q4 		$356K Sell
2,679
-76
-3% -$9.33K 0.04% 205
2023
Q3 		$311K Buy
2,755
+105
+4% +$12.9K 0.04% 208
2023
Q2 		$334K Buy
2,650
+227
+9% +$26.7K 0.04% 191
2023
Q1 		$274K Buy
+2,423
New +$267K 0.04% 214

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 $3.37T AUM 44.26% 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

PDS Planning's FISV Position: Q4 2025 in Review

PDS Planning sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,998 shares — an estimated $387K sold.

PDS Planning first reported a position in FISV in Q1 2023 and held it in 11 quarters. The position peaked at $755K in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • PDS Planning reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • PDS Planning sold 2,998 Fiserv Inc shares in Q4 2025, an estimated $387K.
  • PDS Planning first reported a position in Fiserv Inc in Q1 2023 and held it in 11 quarters.
  • PDS Planning's Fiserv Inc position peaked at $755K in Q1 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on PDS Planning's 13F filing for Q4 2025, filed 26 Jan 2026.