R Squared’s Fiserv Inc FISV Stock Holding History

R Squared’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	-6,708	Closed	-$865K	–	590
2025 Q3	$865K	Buy	6,708 +3,780	+129%	+$542K	0.37%	56
2025 Q2	$505K	Sell	2,928 -352	-11%	-$63.8K	0.28%	105
2025 Q1	$724K	Buy	3,280 +2,570	+362%	+$563K	0.77%	22
2024 Q4	$146K	Buy	+710	New	+$145K	0.14%	173

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

R Squared's FISV Position: Q4 2025 in Review

R Squared sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 6,708 shares — an estimated $865K sold.

R Squared first reported a position in FISV in Q4 2024 and held it in 4 quarters. The position peaked at $865K in Q3 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

R Squared reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
R Squared sold 6,708 Fiserv Inc shares in Q4 2025, an estimated $865K.
R Squared first reported a position in Fiserv Inc in Q4 2024 and held it in 4 quarters.
R Squared's Fiserv Inc position peaked at $865K in Q3 2025.
1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.