TAM
FISV

Townsend Asset Management’s Fiserv Inc FISV Stock Holding History

Townsend 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
-4,623
Closed -$596K – 181
2025
Q3 		$596K Sell
4,623
-381
-8% -$54.6K 0.21% 75
2025
Q2 		$863K Hold
5,004
– – 0.31% 61
2025
Q1 		$1.11M Sell
5,004
-189
-4% -$41.4K 0.43% 52
2024
Q4 		$1.07M Sell
5,193
-102
-2% -$20.8K 0.39% 58
2024
Q3 		$951K Sell
5,295
-950
-15% -$157K 0.35% 60
2024
Q2 		$931K Hold
6,245
– – 0.36% 57
2024
Q1 		$998K Hold
6,245
– – 0.4% 56
2023
Q4 		$830K Sell
6,245
-400
-6% -$49.1K 0.38% 55
2023
Q3 		$751K Hold
6,645
– – 0.38% 54
2023
Q2 		$838K Hold
6,645
– – 0.4% 54
2023
Q1 		$751K Sell
6,645
-100
-1% -$11K 0.39% 55
2022
Q4 		$682K Sell
6,745
-100
-1% -$9.96K 0.34% 62
2022
Q3 		$640K Hold
6,845
– – 0.36% 61
2022
Q2 		$609K Sell
6,845
-200
-3% -$19.4K 0.31% 66
2022
Q1 		$714K Hold
7,045
– – 0.35% 65
2021
Q4 		$731K Sell
7,045
-39
-0.6% -$4.03K 0.35% 63
2021
Q3 		$769K Sell
7,084
-900
-11% -$101K 0.41% 57
2021
Q2 		$853K Buy
7,984
+400
+5% +$46.5K 0.47% 50
2021
Q1 		$903K Sell
7,584
-800
-10% -$91.8K 0.56% 47
2020
Q4 		$955K Buy
8,384
+335
+4% +$36.1K 0.64% 42
2020
Q3 		$829K Hold
8,049
– – 0.67% 42
2020
Q2 		$786K Hold
8,049
– – 0.63% 44
2020
Q1 		$765K Sell
8,049
-75
-0.9% -$8.33K 0.78% 38
2019
Q4 		$939K Buy
+8,124
New +$897K 0.76% 40

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

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

Townsend Asset Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 4,623 shares — an estimated $596K sold.

Townsend Asset Management first reported a position in FISV in Q4 2019 and held it in 24 quarters. The position peaked at $1.11M in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Townsend Asset Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Townsend Asset Management sold 4,623 Fiserv Inc shares in Q4 2025, an estimated $596K.
  • Townsend Asset Management first reported a position in Fiserv Inc in Q4 2019 and held it in 24 quarters.
  • Townsend Asset Management's Fiserv Inc position peaked at $1.11M in Q1 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Townsend Asset Management's 13F filing for Q4 2025, filed 21 Jan 2026.