Richwood Investment Advisors’s Fiserv Inc FISV Stock Holding History

Richwood Investment 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 Q3	–	Sell	-1,510	Closed	-$260K	–	101
2025 Q2	$260K	Hold	1,510	–	–	0.21%	89
2025 Q1	$333K	Hold	1,510	–	–	0.28%	80
2024 Q4	$310K	Sell	1,510 -165	-10%	-$33.7K	0.26%	79
2024 Q3	$301K	Hold	1,675	–	–	0.25%	81
2024 Q2	$250K	Hold	1,675	–	–	0.22%	90
2024 Q1	$268K	Hold	1,675	–	–	0.24%	89
2023 Q4	$223K	Buy	+1,675	New	+$206K	0.21%	96
2023 Q3	–	Sell	-1,770	Closed	-$223K	–	100
2023 Q2	$223K	Hold	1,770	–	–	0.22%	97
2023 Q1	$200K	Buy	+1,770	New	+$195K	0.2%	103
2022 Q1	–	Sell	-530	Closed	-$55K	–	157
2021 Q4	$55K	Buy	+530	New	+$54.8K	0.05%	162

Other funds holding FISV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Richwood Investment Advisors's FISV Position: Q3 2025 in Review

Richwood Investment Advisors sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,510 shares — an estimated $260K sold.

Richwood Investment Advisors first reported a position in FISV in Q4 2021 and held it in 10 quarters. The position peaked at $333K in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

Richwood Investment Advisors reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
Richwood Investment Advisors sold 1,510 Fiserv Inc shares in Q3 2025, an estimated $260K.
Richwood Investment Advisors first reported a position in Fiserv Inc in Q4 2021 and held it in 10 quarters.
Richwood Investment Advisors's Fiserv Inc position peaked at $333K in Q1 2025.
1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Richwood Investment Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.