PFA
FISV

Pure Financial Advisors’s Fiserv Inc FISV Stock Holding History

Pure Financial Advisors’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
-2,269
Closed -$293K – 544
2025
Q3 		$293K Buy
2,269
+386
+20% +$55.3K ﹤0.01% 402
2025
Q2 		$325K Buy
1,883
+972
+107% +$176K 0.01% 367
2025
Q1 		$201K Buy
+911
New +$199K ﹤0.01% 373

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 $3.38T AUM 44.17% 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

Pure Financial Advisors's FISV Position: Q4 2025 in Review

Pure Financial Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,269 shares — an estimated $293K sold.

Pure Financial Advisors first reported a position in FISV in Q1 2025 and held it in 3 quarters. The position peaked at $325K in Q2 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Pure Financial Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Pure Financial Advisors sold 2,269 Fiserv Inc shares in Q4 2025, an estimated $293K.
  • Pure Financial Advisors first reported a position in Fiserv Inc in Q1 2025 and held it in 3 quarters.
  • Pure Financial Advisors's Fiserv Inc position peaked at $325K in Q2 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Pure Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.