VFPW
FISV

Vantage Financial Partners (Wisconsin)’s Fiserv Inc FISV Stock Holding History

Vantage Financial Partners (Wisconsin)’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
-1,990
Closed -$257K – 216
2025
Q3 		$257K Sell
1,990
-95
-5% -$13.6K 0.05% 179
2025
Q2 		$359K Hold
2,085
– – 0.08% 134
2025
Q1 		$460K Sell
2,085
-88
-4% -$19.3K 0.11% 109
2024
Q4 		$446K Sell
2,173
-367
-14% -$74.9K 0.11% 112
2024
Q3 		$456K Buy
+2,540
New +$419K 0.11% 112

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

Vantage Financial Partners (Wisconsin)'s FISV Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,990 shares — an estimated $257K sold.

Vantage Financial Partners (Wisconsin) first reported a position in FISV in Q3 2024 and held it in 5 quarters. The position peaked at $460K in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 1,990 Fiserv Inc shares in Q4 2025, an estimated $257K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Fiserv Inc in Q3 2024 and held it in 5 quarters.
  • Vantage Financial Partners (Wisconsin)'s Fiserv Inc position peaked at $460K in Q1 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.