SFS
FISV

Security Financial Services’s Fiserv Inc FISV Stock Holding History

Security Financial Services’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
Q3 		– Sell
-2,193
Closed -$378K – 204
2025
Q2 		$378K Buy
2,193
+631
+40% +$114K 0.07% 141
2025
Q1 		$345K Sell
1,562
-103
-6% -$22.6K 0.07% 131
2024
Q4 		$342K Buy
1,665
+61
+4% +$12.5K 0.07% 123
2024
Q3 		$288K Sell
1,604
-201
-11% -$33.2K 0.06% 133
2024
Q2 		$269K Buy
1,805
+7
+0.4% +$1.06K 0.06% 136
2024
Q1 		$287K Buy
1,798
+167
+10% +$24.3K 0.06% 144
2023
Q4 		$217K Buy
+1,631
New +$200K 0.05% 157

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Security Financial Services's FISV Position: Q3 2025 in Review

Security Financial Services sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 2,193 shares — an estimated $378K sold.

Security Financial Services first reported a position in FISV in Q4 2023 and held it in 7 quarters. The position peaked at $378K in Q2 2025. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Security Financial Services reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Security Financial Services sold 2,193 Fiserv Inc shares in Q3 2025, an estimated $378K.
  • Security Financial Services first reported a position in Fiserv Inc in Q4 2023 and held it in 7 quarters.
  • Security Financial Services's Fiserv Inc position peaked at $378K in Q2 2025.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Security Financial Services's 13F filing for Q3 2025, filed 14 Oct 2025.