SAM
FISV

Stansberry Asset Management’s Fiserv Inc FISV Stock Holding History

Stansberry Asset Management’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
-82,335
Closed -$10.6M – 150
2025
Q3 		$10.6M Sell
82,335
-1,289
-2% -$185K 1.11% 36
2025
Q2 		$14.4M Sell
83,624
-22,797
-21% -$4.13M 1.58% 18
2025
Q1 		$23.5M Sell
106,421
-690
-0.6% -$151K 2.82% 8
2024
Q4 		$22M Buy
107,111
+1,411
+1% +$288K 2.86% 6
2024
Q3 		$19M Buy
105,700
+1,722
+2% +$284K 2.37% 11
2024
Q2 		$15.5M Buy
103,978
+2,691
+3% +$407K 2.03% 9
2024
Q1 		$16.2M Sell
101,287
-17,038
-14% -$2.48M 2.18% 11
2023
Q4 		$15.7M Sell
118,325
-16,862
-12% -$2.07M 2.61% 8
2023
Q3 		$15.3M Buy
135,187
+5,541
+4% +$682K 2.67% 6
2023
Q2 		$16.4M Buy
129,646
+10,598
+9% +$1.25M 2.99% 8
2023
Q1 		$13.5M Sell
119,048
-4,560
-4% -$502K 2.61% 10
2022
Q4 		$12.4M Sell
123,608
-21
-0% -$2.09K 2.57% 14
2022
Q3 		$11.6M Buy
123,629
+6,164
+5% +$628K 2.5% 15
2022
Q2 		$10.5M Buy
117,465
+27,079
+30% +$2.63M 2.22% 16
2022
Q1 		$9.16M Buy
+90,386
New +$9.15M 1.49% 21

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

Stansberry Asset Management's FISV Position: Q4 2025 in Review

Stansberry Asset Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 82,335 shares — an estimated $10.6M sold.

Stansberry Asset Management first reported a position in FISV in Q1 2022 and held it in 15 quarters. The position peaked at $23.5M in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Stansberry Asset Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Stansberry Asset Management sold 82,335 Fiserv Inc shares in Q4 2025, an estimated $10.6M.
  • Stansberry Asset Management first reported a position in Fiserv Inc in Q1 2022 and held it in 15 quarters.
  • Stansberry Asset Management's Fiserv Inc position peaked at $23.5M in Q1 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Stansberry Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.