SPI
FISV

Santori & Peters Inc’s Fiserv Inc FISV Stock Holding History

Santori & Peters Inc’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
-2,514
Closed -$324K – 73
2025
Q3 		$324K Hold
2,514
– – 0.12% 58
2025
Q2 		$433K Sell
2,514
-9
-0.4% -$1.63K 0.16% 46
2025
Q1 		$557K Sell
2,523
-517
-17% -$113K 0.22% 37
2024
Q4 		$624K Hold
3,040
– – 0.24% 35
2024
Q3 		$546K Buy
3,040
+9
+0.3% +$1.49K 0.22% 37
2024
Q2 		$452K Sell
3,031
-217
-7% -$32.8K 0.19% 37
2024
Q1 		$519K Sell
3,248
-546
-14% -$79.5K 0.22% 31
2023
Q4 		$504K Hold
3,794
– – 0.24% 31
2023
Q3 		$429K Hold
3,794
– – 0.23% 36
2023
Q2 		$479K Sell
3,794
-7
-0.2% -$824 0.24% 31
2023
Q1 		$430K Sell
3,801
-630
-14% -$69.3K 0.23% 33
2022
Q4 		$448K Hold
4,431
– – 0.26% 29
2022
Q3 		$414K Hold
4,431
– – 0.28% 32
2022
Q2 		$394K Sell
4,431
-11
-0.2% -$1.07K 0.25% 34
2022
Q1 		$450K Sell
4,442
-465
-9% -$47.1K 0.25% 34
2021
Q4 		$509K Hold
4,907
– – 0.27% 31
2021
Q3 		$532K Hold
4,907
– – 0.3% 33
2021
Q2 		$524K Hold
4,907
– – 0.3% 32
2021
Q1 		$584K Buy
4,907
+14
+0.3% +$1.61K 0.35% 31
2020
Q4 		$571K Sell
4,893
-1,056
-18% -$114K 0.32% 37
2020
Q3 		$613K Hold
5,949
– – 0.41% 31
2020
Q2 		$580K Hold
5,949
– – 0.45% 27
2020
Q1 		$565K Sell
5,949
-1,687
-22% -$187K 0.49% 28
2019
Q4 		$882K Buy
+7,636
New +$843K 0.58% 23

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

Santori & Peters Inc's FISV Position: Q4 2025 in Review

Santori & Peters Inc sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,514 shares — an estimated $324K sold.

Santori & Peters Inc first reported a position in FISV in Q4 2019 and held it in 24 quarters. The position peaked at $882K in Q4 2019. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Santori & Peters Inc reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Santori & Peters Inc sold 2,514 Fiserv Inc shares in Q4 2025, an estimated $324K.
  • Santori & Peters Inc first reported a position in Fiserv Inc in Q4 2019 and held it in 24 quarters.
  • Santori & Peters Inc's Fiserv Inc position peaked at $882K in Q4 2019.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Santori & Peters Inc's 13F filing for Q4 2025, filed 15 Jan 2026.