SimplyRich’s Fiserv Inc FISV Stock Holding History

SimplyRich’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	-9,358	Closed	-$1.21M	–	203
2025 Q3	$1.21M	Sell	9,358 -60	-0.6%	-$8.6K	0.33%	73
2025 Q2	$1.62M	Hold	9,418	–	–	0.45%	54
2025 Q1	$2.08M	Hold	9,418	–	–	0.6%	37
2024 Q4	$1.93M	Hold	9,418	–	–	0.55%	37
2024 Q3	$1.69M	Hold	9,418	–	–	0.47%	51
2024 Q2	$1.4M	Hold	9,418	–	–	0.44%	52
2024 Q1	$1.51M	Hold	9,418	–	–	0.49%	50
2023 Q4	$1.25M	Sell	9,418 -32	-0.3%	-$3.93K	0.43%	55
2023 Q3	$1.07M	Hold	9,450	–	–	0.52%	54
2023 Q2	$1.19M	Hold	9,450	–	–	0.43%	61
2023 Q1	$1.07M	Hold	9,450	–	–	0.4%	65
2022 Q4	$955K	Hold	9,450	–	–	0.38%	71
2022 Q3	$884K	Hold	9,450	–	–	0.4%	66
2022 Q2	$840K	Hold	9,450	–	–	0.35%	76
2022 Q1	$958K	Sell	9,450 -100	-1%	-$10.1K	0.34%	78
2021 Q4	$991K	Hold	9,550	–	–	0.33%	79
2021 Q3	$1.04M	Hold	9,550	–	–	0.38%	69
2021 Q2	$1.02M	Hold	9,550	–	–	0.47%	64
2021 Q1	$1.14M	Hold	9,550	–	–	0.45%	59
2020 Q4	$1.09M	Hold	9,550	–	–	0.49%	49
2020 Q3	$984K	Hold	9,550	–	–	0.49%	49
2020 Q2	$926K	Hold	9,550	–	–	0.51%	48
2020 Q1	$939K	Hold	9,550	–	–	0.63%	44
2019 Q4	$1.1M	Hold	9,550	–	–	0.55%	46
2019 Q3	$980K	Hold	9,550	–	–	0.54%	49
2019 Q2	$871K	Buy	+9,550	New	+$837K	0.48%	56
2018 Q4	–	Sell	-9,550	Closed	-$787K	–	98
2018 Q3	$787K	Hold	9,550	–	–	0.43%	72
2018 Q2	$708K	Hold	9,550	–	–	0.41%	81
2018 Q1	$681K	Buy	+9,550	New	+$672K	0.38%	86

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

SimplyRich's FISV Position: Q4 2025 in Review

SimplyRich sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 9,358 shares — an estimated $1.21M sold.

SimplyRich first reported a position in FISV in Q1 2018 and held it in 29 quarters. The position peaked at $2.08M in Q1 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

SimplyRich reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
SimplyRich sold 9,358 Fiserv Inc shares in Q4 2025, an estimated $1.21M.
SimplyRich first reported a position in Fiserv Inc in Q1 2018 and held it in 29 quarters.
SimplyRich's Fiserv Inc position peaked at $2.08M in Q1 2025.
1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on SimplyRich's 13F filing for Q4 2025, filed 23 Jan 2026.