PF
FISV

Phoenix Financial’s Fiserv Inc FISV Stock Holding History

Phoenix Financial’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
-4,286
Closed -$553K – 480
2025
Q3 		$553K Buy
+4,286
New +$614K 0.01% 284
2024
Q2 		– Sell
-1,400
Closed -$223K – 388
2024
Q1 		$223K Buy
+1,400
New +$204K ﹤0.01% 367
2021
Q3 		– Sell
-440,337
Closed -$47.1M – 423
2021
Q2 		$47.1M Buy
440,337
+38,187
+9% +$4.44M 0.9% 41
2021
Q1 		$47.9M Buy
402,150
+86,431
+27% +$9.92M 1.08% 23
2020
Q4 		$35.9M Buy
315,719
+260
+0.1% +$28K 0.96% 29
2020
Q3 		$30.6M Buy
+315,459
New +$31.4M 1.28% 20

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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

Phoenix Financial's FISV Position: Q4 2025 in Review

Phoenix Financial sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 4,286 shares — an estimated $553K sold.

Phoenix Financial first reported a position in FISV in Q3 2020 and held it in 6 quarters. The position peaked at $47.9M in Q1 2021. 1,395 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Phoenix Financial reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Phoenix Financial sold 4,286 Fiserv Inc shares in Q4 2025, an estimated $553K.
  • Phoenix Financial first reported a position in Fiserv Inc in Q3 2020 and held it in 6 quarters.
  • Phoenix Financial's Fiserv Inc position peaked at $47.9M in Q1 2021.
  • 1,395 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Phoenix Financial's 13F filing for Q4 2025, filed 5 Feb 2026.