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Roehl & Yi Investment Advisors’s Fiserv Inc FISV Stock Holding History

Roehl & Yi 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
Q4 		– Sell
-3,656
Closed -$471K – 175
2025
Q3 		$471K Sell
3,656
-347
-9% -$49.7K 0.21% 97
2025
Q2 		$690K Sell
4,003
-73
-2% -$13.2K 0.35% 65
2025
Q1 		$900K Sell
4,076
-307
-7% -$67.2K 0.49% 44
2024
Q4 		$900K Buy
+4,383
New +$895K 0.5% 44

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

Roehl & Yi Investment Advisors's FISV Position: Q4 2025 in Review

Roehl & Yi Investment Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,656 shares — an estimated $471K sold.

Roehl & Yi Investment Advisors first reported a position in FISV in Q4 2024 and held it in 4 quarters. The position peaked at $900K in Q4 2024. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Roehl & Yi Investment Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 3,656 Fiserv Inc shares in Q4 2025, an estimated $471K.
  • Roehl & Yi Investment Advisors first reported a position in Fiserv Inc in Q4 2024 and held it in 4 quarters.
  • Roehl & Yi Investment Advisors's Fiserv Inc position peaked at $900K in Q4 2024.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.