UFF
FISV

USA Financial Formulas’s Fiserv Inc FISV Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-4,836
Closed -$1.07M – 281
2025
Q1 		$1.07M Buy
4,836
+927
+24% +$203K 0.18% 49
2024
Q4 		$803K Buy
+3,909
New +$798K 0.13% 82
2024
Q3 		– Sell
-6,776
Closed -$1.01M – 303
2024
Q2 		$1.01M Buy
6,776
+488
+8% +$73.9K 0.16% 69
2024
Q1 		$1M Sell
6,288
-2,752
-30% -$401K 0.16% 65
2023
Q4 		$1.2M Sell
9,040
-11,411
-56% -$1.4M 0.21% 56
2023
Q3 		$2.31M Sell
20,451
-6,305
-24% -$776K 3.45% 3
2023
Q2 		$3.38M Sell
26,756
-909
-3% -$107K 5.18% 2
2023
Q1 		$3.13M Buy
+27,665
New +$3.04M 5.07% 5
2021
Q1 		– Sell
-7
Closed -$1K – 370
2020
Q4 		$1K Hold
7
– – ﹤0.01% 275
2020
Q3 		$1K Hold
7
– – ﹤0.01% 257
2020
Q2 		$1K Sell
7
-33,252
-100% -$3.35M ﹤0.01% 165
2020
Q1 		$3.16M Sell
33,259
-16,324
-33% -$1.81M 2.01% 13
2019
Q4 		$5.73M Sell
49,583
-5,895
-11% -$651K 2.38% 4
2019
Q3 		$5.75M Buy
+55,478
New +$5.66M 2.23% 3
2018
Q4 		– Sell
-125,374
Closed -$9.29M – 354
2018
Q3 		$9.29M Buy
125,374
+66,997
+115% +$5.26M 2.35% 7
2018
Q2 		$4.16M Sell
58,377
-557
-0.9% -$40.4K 1.01% 23
2018
Q1 		$4.2M Buy
+58,934
New +$4.14M 1.01% 23
2017
Q4 		– Sell
-51,090
Closed -$3.29M – 291
2017
Q3 		$3.29M Buy
+51,090
New +$3.17M 0.79% 53
2015
Q3 		– Sell
-153,010
Closed -$6.34M – 130
2015
Q2 		$6.34M Buy
153,010
+31,684
+26% +$1.27M 1.95% 6
2015
Q1 		$4.82M Buy
+121,326
New +$4.63M 1.57% 13

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

USA Financial Formulas's FISV Position: Q2 2025 in Review

USA Financial Formulas sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 4,836 shares — an estimated $1.07M sold.

USA Financial Formulas first reported a position in FISV in Q1 2015 and held it in 20 quarters. The position peaked at $9.29M in Q3 2018. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • USA Financial Formulas reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 4,836 Fiserv Inc shares in Q2 2025, an estimated $1.07M.
  • USA Financial Formulas first reported a position in Fiserv Inc in Q1 2015 and held it in 20 quarters.
  • USA Financial Formulas's Fiserv Inc position peaked at $9.29M in Q3 2018.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.