VA
FISV

Valmark Advisers’s Fiserv Inc FISV Stock Holding History

Valmark Advisers’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
-1,575
Closed -$272K – 660
2025
Q2 		$272K Sell
1,575
-354
-18% -$64.2K ﹤0.01% 568
2025
Q1 		$426K Sell
1,929
-207
-10% -$45.3K 0.01% 455
2024
Q4 		$439K Sell
2,136
-859
-29% -$175K 0.01% 447
2024
Q3 		$538K Buy
2,995
+820
+38% +$135K 0.01% 403
2024
Q2 		$324K Buy
2,175
+692
+47% +$105K 0.01% 456
2024
Q1 		$237K Buy
+1,483
New +$216K ﹤0.01% 492

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valmark Advisers's FISV Position: Q3 2025 in Review

Valmark Advisers sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,575 shares — an estimated $272K sold.

Valmark Advisers first reported a position in FISV in Q1 2024 and held it in 6 quarters. The position peaked at $538K in Q3 2024. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Valmark Advisers reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Valmark Advisers sold 1,575 Fiserv Inc shares in Q3 2025, an estimated $272K.
  • Valmark Advisers first reported a position in Fiserv Inc in Q1 2024 and held it in 6 quarters.
  • Valmark Advisers's Fiserv Inc position peaked at $538K in Q3 2024.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Valmark Advisers's 13F filing for Q3 2025, filed 24 Oct 2025.