TCA
FISV

Trifecta Capital Advisors’s Fiserv Inc FISV Stock Holding History

Trifecta Capital Advisors’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
-28
Closed -$3.61K – 335
2025
Q3 		$3.61K Hold
28
– – ﹤0.01% 287
2025
Q2 		$4.83K Hold
28
– – ﹤0.01% 266
2025
Q1 		$6.18K Hold
28
– – ﹤0.01% 232
2024
Q4 		$5.75K Hold
28
– – ﹤0.01% 228
2024
Q3 		$5.03K Hold
28
– – ﹤0.01% 238
2024
Q2 		$4.17K Hold
28
– – ﹤0.01% 251
2024
Q1 		$4.47K Hold
28
– – ﹤0.01% 235
2023
Q4 		$3.72K Hold
28
– – ﹤0.01% 273
2023
Q3 		$3.16K Hold
28
– – ﹤0.01% 265
2023
Q2 		$3.53K Hold
28
– – ﹤0.01% 247
2023
Q1 		$3.17K Hold
28
– – ﹤0.01% 259
2022
Q4 		$2.83K Buy
+28
New +$2.79K ﹤0.01% 266

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

Trifecta Capital Advisors's FISV Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 28 shares — an estimated $3.61K sold.

Trifecta Capital Advisors first reported a position in FISV in Q4 2022 and held it in 12 quarters. The position peaked at $6.18K in Q1 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 28 Fiserv Inc shares in Q4 2025, an estimated $3.61K.
  • Trifecta Capital Advisors first reported a position in Fiserv Inc in Q4 2022 and held it in 12 quarters.
  • Trifecta Capital Advisors's Fiserv Inc position peaked at $6.18K in Q1 2025.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.