Roxbury Financial’s Fiserv Inc FISV Stock Holding History

Roxbury Financial’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	-228	Closed	-$29.4K	–	374
2025 Q3	$29.4K	Hold	228	–	–	0.03%	221
2025 Q2	$39.3K	Hold	228	–	–	0.04%	197
2025 Q1	$53.7K	Hold	228	–	–	0.05%	161
2024 Q4	$50.4K	Buy	+228	New	+$46.5K	0.05%	160

Other funds holding FISV

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Roxbury Financial's FISV Position: Q4 2025 in Review

Roxbury Financial sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 228 shares — an estimated $29.4K sold.

Roxbury Financial first reported a position in FISV in Q4 2024 and held it in 4 quarters. The position peaked at $53.7K in Q1 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Roxbury Financial reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Roxbury Financial sold 228 Fiserv Inc shares in Q4 2025, an estimated $29.4K.
Roxbury Financial first reported a position in Fiserv Inc in Q4 2024 and held it in 4 quarters.
Roxbury Financial's Fiserv Inc position peaked at $53.7K in Q1 2025.
1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Roxbury Financial's 13F filing for Q4 2025, filed 5 Jan 2026.