SP
FISV

Stonebrook Private’s Fiserv Inc FISV Stock Holding History

Stonebrook Private’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
-5,447
Closed -$702K – 216
2025
Q3 		$702K Sell
5,447
-515
-9% -$73.8K 0.15% 102
2025
Q2 		$1.03M Sell
5,962
-126
-2% -$22.9K 0.24% 86
2025
Q1 		$1.34M Sell
6,088
-3
-0% -$657 0.35% 72
2024
Q4 		$1.25M Buy
6,091
+23
+0.4% +$4.7K 0.33% 71
2024
Q3 		$1.09M Buy
6,068
+112
+2% +$18.5K 0.29% 76
2024
Q2 		$888K Sell
5,956
-55
-0.9% -$8.33K 0.26% 83
2024
Q1 		$961K Buy
6,011
+354
+6% +$51.6K 0.28% 77
2023
Q4 		$751K Buy
+5,657
New +$694K 0.25% 79

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

Stonebrook Private's FISV Position: Q4 2025 in Review

Stonebrook Private sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 5,447 shares — an estimated $702K sold.

Stonebrook Private first reported a position in FISV in Q4 2023 and held it in 8 quarters. The position peaked at $1.34M in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Stonebrook Private reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Stonebrook Private sold 5,447 Fiserv Inc shares in Q4 2025, an estimated $702K.
  • Stonebrook Private first reported a position in Fiserv Inc in Q4 2023 and held it in 8 quarters.
  • Stonebrook Private's Fiserv Inc position peaked at $1.34M in Q1 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Stonebrook Private's 13F filing for Q4 2025, filed 11 Feb 2026.