PAS
FISV

Professional Advisory Services’s Fiserv Inc FISV Stock Holding History

Professional Advisory 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
2025
Q4 		– Sell
-152,741
Closed -$19.7M – 82
2025
Q3 		$19.7M Sell
152,741
-14,476
-9% -$2.07M 2.56% 22
2025
Q2 		$28.8M Buy
167,217
+41,295
+33% +$7.49M 3.91% 5
2025
Q1 		$27.8M Sell
125,922
-13,792
-10% -$3.02M 3.89% 7
2024
Q4 		$28.7M Sell
139,714
-51,456
-27% -$10.5M 3.96% 5
2024
Q3 		$34.3M Sell
191,170
-16,602
-8% -$2.74M 4.51% 4
2024
Q2 		$31M Sell
207,772
-899
-0.4% -$136K 4.23% 4
2024
Q1 		$33.4M Sell
208,671
-5,533
-3% -$806K 4.53% 3
2023
Q4 		$28.5M Buy
214,204
+2,755
+1% +$338K 4.07% 3
2023
Q3 		$23.9M Buy
211,449
+678
+0.3% +$83.5K 3.93% 8
2023
Q2 		$26.6M Sell
210,771
-7,714
-4% -$908K 4.04% 3
2023
Q1 		$24.7M Sell
218,485
-18,549
-8% -$2.04M 3.85% 3
2022
Q4 		$24M Sell
237,034
-1,908
-0.8% -$190K 3.9% 5
2022
Q3 		$22.4M Buy
238,942
+2,449
+1% +$250K 3.88% 6
2022
Q2 		$21M Buy
236,493
+5,758
+2% +$558K 3.51% 9
2022
Q1 		$23.4M Buy
230,735
+28,521
+14% +$2.89M 3.36% 10
2021
Q4 		$21M Buy
202,214
+82,481
+69% +$8.53M 2.85% 22
2021
Q3 		$13M Buy
119,733
+970
+0.8% +$108K 1.91% 29
2021
Q2 		$12.7M Buy
+118,763
New +$13.8M 1.84% 31

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

Professional Advisory Services's FISV Position: Q4 2025 in Review

Professional Advisory Services sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 152,741 shares — an estimated $19.7M sold.

Professional Advisory Services first reported a position in FISV in Q2 2021 and held it in 18 quarters. The position peaked at $34.3M in Q3 2024. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Professional Advisory Services reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Professional Advisory Services sold 152,741 Fiserv Inc shares in Q4 2025, an estimated $19.7M.
  • Professional Advisory Services first reported a position in Fiserv Inc in Q2 2021 and held it in 18 quarters.
  • Professional Advisory Services's Fiserv Inc position peaked at $34.3M in Q3 2024.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Professional Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.