PFS
FISV

Physicians Financial Services’s Fiserv Inc FISV Stock Holding History

Physicians Financial Services’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
Q3 		– Sell
-2,048
Closed -$305K – 110
2024
Q2 		$305K Sell
2,048
-17
-0.8% -$2.57K 0.1% 95
2024
Q1 		$330K Hold
2,065
– – 0.12% 91
2023
Q4 		$274K Sell
2,065
-150
-7% -$18.4K 0.1% 96
2023
Q3 		$250K Hold
2,215
– – 0.1% 99
2023
Q2 		$279K Hold
2,215
– – 0.11% 100
2023
Q1 		$250K Sell
2,215
-50
-2% -$5.5K 0.11% 103
2022
Q4 		$229K Sell
2,265
-100
-4% -$9.96K 0.1% 105
2022
Q3 		$221K Sell
2,365
-47
-2% -$4.79K 0.11% 106
2022
Q2 		$215K Buy
2,412
+422
+21% +$40.9K 0.1% 109
2022
Q1 		$202K Buy
+1,990
New +$201K 0.08% 117

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Physicians Financial Services's FISV Position: Q3 2024 in Review

Physicians Financial Services sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 2,048 shares — an estimated $305K sold.

Physicians Financial Services first reported a position in FISV in Q1 2022 and held it in 10 quarters. The position peaked at $330K in Q1 2024. 1,721 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • Physicians Financial Services reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
  • Physicians Financial Services sold 2,048 Fiserv Inc shares in Q3 2024, an estimated $305K.
  • Physicians Financial Services first reported a position in Fiserv Inc in Q1 2022 and held it in 10 quarters.
  • Physicians Financial Services's Fiserv Inc position peaked at $330K in Q1 2024.
  • 1,721 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Physicians Financial Services's 13F filing for Q3 2024, filed 31 Oct 2024.