RC
FISV

Roundview Capital’s Fiserv Inc FISV Stock Holding History

Roundview Capital’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
-14,404
Closed -$1.86M – 336
2025
Q3 		$1.86M Sell
14,404
-799
-5% -$115K 0.12% 156
2025
Q2 		$2.62M Buy
15,203
+404
+3% +$73.3K 0.18% 127
2025
Q1 		$3.27M Sell
14,799
-22
-0.1% -$4.82K 0.24% 97
2024
Q4 		$3.04M Buy
14,821
+611
+4% +$125K 0.21% 110
2024
Q3 		$2.55M Buy
14,210
+788
+6% +$130K 0.18% 121
2024
Q2 		$2M Buy
13,422
+291
+2% +$44K 0.16% 134
2024
Q1 		$2.1M Buy
13,131
+157
+1% +$22.9K 0.17% 128
2023
Q4 		$1.72M Buy
12,974
+9,587
+283% +$1.18M 0.16% 132
2023
Q3 		$383K Hold
3,387
– – 0.04% 254
2023
Q2 		$427K Buy
3,387
+42
+1% +$4.94K 0.04% 249
2023
Q1 		$378K Buy
3,345
+1,020
+44% +$112K 0.04% 261
2022
Q4 		$235K Hold
2,325
– – 0.03% 278
2022
Q3 		$218K Buy
+2,325
New +$237K 0.03% 265
2021
Q4 		– Sell
-5,418
Closed -$588K – 299
2021
Q3 		$588K Buy
5,418
+2,314
+75% +$259K 0.06% 224
2021
Q2 		$332K Sell
3,104
-1,199
-28% -$139K 0.04% 245
2021
Q1 		$512K Buy
+4,303
New +$494K 0.06% 218

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

Roundview Capital's FISV Position: Q4 2025 in Review

Roundview Capital sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 14,404 shares — an estimated $1.86M sold.

Roundview Capital first reported a position in FISV in Q1 2021 and held it in 16 quarters. The position peaked at $3.27M in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Roundview Capital reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Roundview Capital sold 14,404 Fiserv Inc shares in Q4 2025, an estimated $1.86M.
  • Roundview Capital first reported a position in Fiserv Inc in Q1 2021 and held it in 16 quarters.
  • Roundview Capital's Fiserv Inc position peaked at $3.27M in Q1 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Roundview Capital's 13F filing for Q4 2025, filed 9 Feb 2026.