PRS
FISV

Pinkerton Retirement Specialists’s Fiserv Inc FISV Stock Holding History

Pinkerton Retirement Specialists’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
Q1 		– Sell
-1,186
Closed -$244K – 116
2024
Q4 		$244K Buy
+1,186
New +$242K 0.04% 123
2017
Q1 		– Sell
-98
Closed -$5K – 254
2016
Q4 		$5K Sell
98
-20
-17% -$1.03K ﹤0.01% 456
2016
Q3 		$6K Sell
118
-14
-11% -$734 ﹤0.01% 440
2016
Q2 		$7K Buy
132
+4
+3% +$206 ﹤0.01% 427
2016
Q1 		$7K Sell
128
-196
-60% -$9.29K ﹤0.01% 106
2015
Q4 		$15K Hold
324
– – 0.01% 64
2015
Q3 		$14K Hold
324
– – 0.02% 77
2015
Q2 		$14K Buy
+324
New +$13K 0.01% 88

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinkerton Retirement Specialists's FISV Position: Q1 2025 in Review

Pinkerton Retirement Specialists sold out of Fiserv Inc (FISV) in Q1 2025, closing a stake of 1,186 shares — an estimated $244K sold.

Pinkerton Retirement Specialists first reported a position in FISV in Q2 2015 and held it in 8 quarters. The position peaked at $244K in Q4 2024. 1,934 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Pinkerton Retirement Specialists reported no remaining Fiserv Inc position as of Q1 2025 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 1,186 Fiserv Inc shares in Q1 2025, an estimated $244K.
  • Pinkerton Retirement Specialists first reported a position in Fiserv Inc in Q2 2015 and held it in 8 quarters.
  • Pinkerton Retirement Specialists's Fiserv Inc position peaked at $244K in Q4 2024.
  • 1,934 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2025, filed 2 May 2025.