RZH
FISV

Relyea Zuckerberg Hanson’s Fiserv Inc FISV Stock Holding History

Relyea Zuckerberg Hanson’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
Q3 		– Sell
-1,420
Closed -$245K – 275
2025
Q2 		$245K Sell
1,420
-77
-5% -$14K 0.03% 233
2025
Q1 		$331K Sell
1,497
-148
-9% -$32.4K 0.04% 196
2024
Q4 		$338K Buy
1,645
+274
+20% +$55.9K 0.05% 189
2024
Q3 		$246K Buy
+1,371
New +$226K 0.04% 220

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Relyea Zuckerberg Hanson's FISV Position: Q3 2025 in Review

Relyea Zuckerberg Hanson sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,420 shares — an estimated $245K sold.

Relyea Zuckerberg Hanson first reported a position in FISV in Q3 2024 and held it in 4 quarters. The position peaked at $338K in Q4 2024. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Relyea Zuckerberg Hanson reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 1,420 Fiserv Inc shares in Q3 2025, an estimated $245K.
  • Relyea Zuckerberg Hanson first reported a position in Fiserv Inc in Q3 2024 and held it in 4 quarters.
  • Relyea Zuckerberg Hanson's Fiserv Inc position peaked at $338K in Q4 2024.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Relyea Zuckerberg Hanson's 13F filing for Q3 2025, filed 21 Oct 2025.