VFA
FISV

Valeo Financial Advisors’s Fiserv Inc FISV Stock Holding History

Valeo Financial 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
-4,828
Closed -$623K – 859
2025
Q3 		$623K Sell
4,828
-1,164
-19% -$167K 0.01% 411
2025
Q2 		$1.03M Sell
5,992
-753
-11% -$137K 0.03% 291
2025
Q1 		$1.49M Buy
6,745
+2,203
+49% +$482K 0.04% 196
2024
Q4 		$933K Sell
4,542
-3
-0.1% -$612 0.03% 281
2024
Q3 		$817K Buy
4,545
+75
+2% +$12.4K 0.02% 298
2024
Q2 		$666K Buy
4,470
+151
+3% +$22.9K 0.02% 310
2024
Q1 		$658K Buy
4,319
+38
+0.9% +$5.53K 0.02% 307
2023
Q4 		$569K Buy
4,281
+286
+7% +$35.1K 0.02% 324
2023
Q3 		$451K Buy
3,995
+598
+18% +$73.6K 0.02% 362
2023
Q2 		$429K Buy
3,397
+263
+8% +$31K 0.02% 348
2023
Q1 		$354K Buy
3,134
+19
+0.6% +$2.09K 0.02% 398
2022
Q4 		$315K Buy
+3,115
New +$310K 0.02% 376
2021
Q4 		– Sell
-1,844
Closed -$200K – 608
2021
Q3 		$200K Buy
+1,844
New +$206K 0.01% 501
2021
Q2 		– Sell
-7,123
Closed -$848K – 964
2021
Q1 		$848K Buy
7,123
+1,151
+19% +$132K 0.04% 194
2020
Q4 		$680K Buy
5,972
+5,936
+16,489% +$640K 0.04% 204
2020
Q3 		$4K Sell
36
-106
-75% -$10.6K ﹤0.01% 1291
2020
Q2 		$14K Buy
142
+120
+545% +$12.1K ﹤0.01% 1173
2020
Q1 		$2K Sell
22
-806
-97% -$89.5K ﹤0.01% 1519
2019
Q4 		$96K Buy
828
+282
+52% +$31.1K 0.01% 471
2019
Q3 		$57K Hold
546
– – 0.01% 558
2019
Q2 		$50K Buy
546
+540
+9,000% +$47.3K 0.01% 593
2019
Q1 		$1K Hold
6
– – ﹤0.01% 1445
2018
Q4 		$0 Sell
6
-6
-50% -$464 ﹤0.01% 1571
2018
Q3 		$1K Hold
12
– – ﹤0.01% 1615
2018
Q2 		$1K Buy
12
+6
+100% +$436 ﹤0.01% 1455
2018
Q1 		$0 Sell
6
-200
-97% -$14.1K ﹤0.01% 1562
2017
Q4 		$14K Buy
+206
New +$13.3K ﹤0.01% 751

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 $3.38T AUM 44.17% 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

Valeo Financial Advisors's FISV Position: Q4 2025 in Review

Valeo Financial Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 4,828 shares — an estimated $623K sold.

Valeo Financial Advisors first reported a position in FISV in Q4 2017 and held it in 27 quarters. The position peaked at $1.49M in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Valeo Financial Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,828 Fiserv Inc shares in Q4 2025, an estimated $623K.
  • Valeo Financial Advisors first reported a position in Fiserv Inc in Q4 2017 and held it in 27 quarters.
  • Valeo Financial Advisors's Fiserv Inc position peaked at $1.49M in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

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