QFPS
FISV

Quantum Financial Planning Services’s Fiserv Inc FISV Stock Holding History

Quantum Financial Planning 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
-1,604
Closed -$207K – 55
2025
Q3 		$207K Sell
1,604
-161
-9% -$23.1K 0.08% 47
2025
Q2 		$304K Hold
1,765
– – 0.14% 35
2025
Q1 		$390K Buy
1,765
+161
+10% +$35.2K 0.21% 19
2024
Q4 		$329K Buy
+1,604
New +$327K 0.18% 24

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

Quantum Financial Planning Services's FISV Position: Q4 2025 in Review

Quantum Financial Planning Services sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,604 shares — an estimated $207K sold.

Quantum Financial Planning Services first reported a position in FISV in Q4 2024 and held it in 4 quarters. The position peaked at $390K in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Quantum Financial Planning Services reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Quantum Financial Planning Services sold 1,604 Fiserv Inc shares in Q4 2025, an estimated $207K.
  • Quantum Financial Planning Services first reported a position in Fiserv Inc in Q4 2024 and held it in 4 quarters.
  • Quantum Financial Planning Services's Fiserv Inc position peaked at $390K in Q1 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Quantum Financial Planning Services's 13F filing for Q4 2025, filed 15 Jan 2026.