RBC
FISV

Roble Belko & Company’s Fiserv Inc FISV Stock Holding History

Roble Belko & Company’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
-800
Closed -$103K – 470
2025
Q3 		$103K Sell
800
-800
-50% -$115K 0.01% 141
2025
Q2 		$276K Hold
1,600
– – 0.04% 96
2025
Q1 		$354K Buy
1,600
+800
+100% +$175K 0.06% 87
2024
Q4 		$164K Hold
800
– – 0.03% 111
2024
Q3 		$144K Hold
800
– – 0.02% 116
2024
Q2 		$119K Hold
800
– – 0.02% 124
2024
Q1 		$128K Hold
800
– – 0.02% 124
2023
Q4 		$106K Buy
+800
New +$98.2K 0.02% 125
2022
Q1 		– Sell
-3
Closed – – 375
2021
Q4 		$0 Hold
3
– – ﹤0.01% 350
2021
Q3 		$0 Hold
3
– – ﹤0.01% 328
2021
Q2 		$0 Hold
3
– – ﹤0.01% 333
2021
Q1 		$0 Hold
3
– – ﹤0.01% 327
2020
Q4 		$0 Hold
3
– – ﹤0.01% 317
2020
Q3 		$0 Buy
+3
New +$299 ﹤0.01% 328

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

Roble Belko & Company's FISV Position: Q4 2025 in Review

Roble Belko & Company sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 800 shares — an estimated $103K sold.

Roble Belko & Company first reported a position in FISV in Q3 2020 and held it in 14 quarters. The position peaked at $354K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Roble Belko & Company reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Roble Belko & Company sold 800 Fiserv Inc shares in Q4 2025, an estimated $103K.
  • Roble Belko & Company first reported a position in Fiserv Inc in Q3 2020 and held it in 14 quarters.
  • Roble Belko & Company's Fiserv Inc position peaked at $354K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Roble Belko & Company's 13F filing for Q4 2025, filed 12 Jan 2026.