RAG
FISV

RIA Advisory Group’s Fiserv Inc FISV Stock Holding History

RIA Advisory Group’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
-2,841
Closed -$366K – 148
2025
Q3 		$366K Sell
2,841
-1,637
-37% -$235K 0.09% 96
2025
Q2 		$772K Sell
4,478
-1,748
-28% -$317K 0.23% 63
2025
Q1 		$1.37M Sell
6,226
-1,122
-15% -$246K 0.45% 38
2024
Q4 		$1.51M Buy
7,348
+177
+2% +$36.1K 0.51% 32
2024
Q3 		$1.29M Buy
+7,171
New +$1.18M 0.45% 33
2024
Q1 		$1.12M Buy
+6,980
New +$1.02M 0.45% 37

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

RIA Advisory Group's FISV Position: Q4 2025 in Review

RIA Advisory Group sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,841 shares — an estimated $366K sold.

RIA Advisory Group first reported a position in FISV in Q1 2024 and held it in 6 quarters. The position peaked at $1.51M in Q4 2024. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • RIA Advisory Group reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • RIA Advisory Group sold 2,841 Fiserv Inc shares in Q4 2025, an estimated $366K.
  • RIA Advisory Group first reported a position in Fiserv Inc in Q1 2024 and held it in 6 quarters.
  • RIA Advisory Group's Fiserv Inc position peaked at $1.51M in Q4 2024.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on RIA Advisory Group's 13F filing for Q4 2025, filed 2 Feb 2026.