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 Q3	–	Sell	-100	Closed	-$114	–	848
2025 Q2	$114	Buy	+100	New	+$18.1K	﹤0.01%	785

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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. 1,395 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.
1,395 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.