TSS
FISV

Thomas Story & Son’s Fiserv Inc FISV Stock Holding History

Thomas Story & Son’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
-50,476
Closed -$6.51M – 52
2025
Q3 		$6.51M Buy
50,476
+3,505
+7% +$502K 2.39% 19
2025
Q2 		$8.1M Sell
46,971
-526
-1% -$95.4K 3.11% 14
2025
Q1 		$10.5M Buy
47,497
+1,527
+3% +$334K 4.08% 8
2024
Q4 		$9.44M Sell
45,970
-830
-2% -$169K 3.96% 10
2024
Q3 		$8.41M Sell
46,800
-15
-0% -$2.47K 3.43% 12
2024
Q2 		$6.98M Buy
46,815
+15,690
+50% +$2.38M 3.01% 12
2024
Q1 		$4.97M Sell
31,125
-25
-0.1% -$3.64K 2.1% 23
2023
Q4 		$4.14M Buy
31,150
+375
+1% +$46K 1.94% 21
2023
Q3 		$3.48M Sell
30,775
-1,625
-5% -$200K 1.69% 23
2023
Q2 		$4.09M Buy
32,400
+75
+0.2% +$8.83K 1.87% 21
2023
Q1 		$3.65M Sell
32,325
-100
-0.3% -$11K 1.77% 24
2022
Q4 		$3.28M Sell
32,425
-6,050
-16% -$603K 1.67% 25
2022
Q3 		$3.6M Sell
38,475
-2,625
-6% -$268K 1.89% 23
2022
Q2 		$3.66M Sell
41,100
-475
-1% -$46.1K 1.74% 24
2022
Q1 		$4.22M Sell
41,575
-1,450
-3% -$147K 1.67% 23
2021
Q4 		$4.47M Buy
43,025
+13,435
+45% +$1.39M 1.74% 23
2021
Q3 		$3.21M Buy
29,590
+155
+0.5% +$17.3K 1.31% 26
2021
Q2 		$3.15M Sell
29,435
-2,175
-7% -$253K 1.17% 27
2021
Q1 		$3.76M Buy
31,610
+190
+0.6% +$21.8K 1.42% 23
2020
Q4 		$3.58M Buy
+31,420
New +$3.39M 1.45% 25

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

Thomas Story & Son's FISV Position: Q4 2025 in Review

Thomas Story & Son sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 50,476 shares — an estimated $6.51M sold.

Thomas Story & Son first reported a position in FISV in Q4 2020 and held it in 20 quarters. The position peaked at $10.5M in Q1 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Thomas Story & Son reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Thomas Story & Son sold 50,476 Fiserv Inc shares in Q4 2025, an estimated $6.51M.
  • Thomas Story & Son first reported a position in Fiserv Inc in Q4 2020 and held it in 20 quarters.
  • Thomas Story & Son's Fiserv Inc position peaked at $10.5M in Q1 2025.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Thomas Story & Son's 13F filing for Q4 2025, filed 26 Jan 2026.