UF
FISV

Univest Financial’s Fiserv Inc FISV Stock Holding History

Univest Financial’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
-45,362
Closed -$5.85M – 259
2025
Q3 		$5.85M Buy
45,362
+43,977
+3,175% +$6.3M 0.33% 61
2025
Q2 		$239K Sell
1,385
-114
-8% -$20.7K 0.01% 241
2025
Q1 		$331K Buy
1,499
+400
+36% +$87.6K 0.02% 228
2024
Q4 		$226K Sell
1,099
-149
-12% -$30.4K 0.01% 259
2024
Q3 		$224K Buy
+1,248
New +$206K 0.01% 258
2022
Q2 		– Sell
-2,453
Closed -$249K – 105
2022
Q1 		$249K Sell
2,453
-35,462
-94% -$3.59M 0.07% 98
2021
Q4 		$3.94M Sell
37,915
-14,714
-28% -$1.52M 1% 37
2021
Q3 		$5.71M Buy
52,629
+2,474
+5% +$276K 1.59% 19
2021
Q2 		$5.36M Sell
50,155
-3,033
-6% -$353K 1.47% 24
2021
Q1 		$6.33M Buy
53,188
+18,411
+53% +$2.11M 1.78% 17
2020
Q4 		$3.96M Buy
+34,777
New +$3.75M 1.15% 36
2018
Q4 		– Sell
-3,078
Closed -$254K – 117
2018
Q3 		$254K Hold
3,078
– – 0.08% 98
2018
Q2 		$228K Hold
3,078
– – 0.09% 92
2018
Q1 		$219K Hold
3,078
– – 0.09% 89
2017
Q4 		$202K Buy
+3,078
New +$199K 0.08% 94
2016
Q3 		– Sell
-3,870
Closed -$210K – 92
2016
Q2 		$210K Buy
+3,870
New +$199K 0.1% 91

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

Univest Financial's FISV Position: Q4 2025 in Review

Univest Financial sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 45,362 shares — an estimated $5.85M sold.

Univest Financial first reported a position in FISV in Q2 2016 and held it in 16 quarters. The position peaked at $6.33M in Q1 2021. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Univest Financial reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Univest Financial sold 45,362 Fiserv Inc shares in Q4 2025, an estimated $5.85M.
  • Univest Financial first reported a position in Fiserv Inc in Q2 2016 and held it in 16 quarters.
  • Univest Financial's Fiserv Inc position peaked at $6.33M in Q1 2021.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Univest Financial's 13F filing for Q4 2025, filed 4 Feb 2026.