RA
FISV

Rise Advisors’s Fiserv Inc FISV Stock Holding History

Rise 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
Q4 		– Sell
-370
Closed -$47.7K – 582
2025
Q3 		$47.7K Buy
370
+30
+9% +$4.3K 0.02% 261
2025
Q2 		$58.6K Sell
340
-20
-6% -$3.63K 0.02% 214
2025
Q1 		$79.5K Buy
360
+43
+14% +$9.41K 0.04% 173
2024
Q4 		$65.1K Buy
317
+2
+0.6% +$408 0.03% 186
2024
Q3 		$56.6K Hold
315
– – 0.03% 217
2024
Q2 		$46.9K Hold
315
– – 0.02% 244
2024
Q1 		$50.3K Buy
+315
New +$45.9K 0.03% 230
2023
Q2 		– Sell
-4
Closed -$452 – 721
2023
Q1 		$452 Buy
+4
New +$440 ﹤0.01% 740

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 $3.38T AUM 44.17% 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

Rise Advisors's FISV Position: Q4 2025 in Review

Rise Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 370 shares — an estimated $47.7K sold.

Rise Advisors first reported a position in FISV in Q1 2023 and held it in 8 quarters. The position peaked at $79.5K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Rise Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 370 Fiserv Inc shares in Q4 2025, an estimated $47.7K.
  • Rise Advisors first reported a position in Fiserv Inc in Q1 2023 and held it in 8 quarters.
  • Rise Advisors's Fiserv Inc position peaked at $79.5K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.