VAG
FISV

VisionPoint Advisory Group’s Fiserv Inc FISV Stock Holding History

VisionPoint Advisory Group’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
-17,470
Closed -$2.25M – 404
2025
Q3 		$2.25M Sell
17,470
-691
-4% -$99K 0.45% 60
2025
Q2 		$3.13M Buy
18,161
+4,152
+30% +$753K 0.68% 30
2025
Q1 		$3.09M Sell
14,009
-7,745
-36% -$1.7M 1.06% 22
2024
Q4 		$4.48M Sell
21,754
-585
-3% -$119K 1.53% 12
2024
Q3 		$4.01M Sell
22,339
-5,031
-18% -$830K 1.35% 13
2024
Q2 		$4.08M Buy
27,370
+2,296
+9% +$348K 1.45% 13
2024
Q1 		$4.01M Buy
25,074
+1,871
+8% +$272K 1.44% 13
2023
Q4 		$3.08M Buy
23,203
+5,122
+28% +$629K 1.14% 19
2023
Q3 		$2.04M Buy
18,081
+2,591
+17% +$319K 0.88% 28
2023
Q2 		$1.95M Buy
15,490
+6,603
+74% +$777K 0.8% 38
2023
Q1 		$1.05M Buy
8,887
+5,344
+151% +$588K 0.46% 55
2022
Q4 		$413K Buy
+3,543
New +$353K 0.17% 86

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

VisionPoint Advisory Group's FISV Position: Q4 2025 in Review

VisionPoint Advisory Group sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 17,470 shares — an estimated $2.25M sold.

VisionPoint Advisory Group first reported a position in FISV in Q4 2022 and held it in 12 quarters. The position peaked at $4.48M in Q4 2024. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • VisionPoint Advisory Group reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 17,470 Fiserv Inc shares in Q4 2025, an estimated $2.25M.
  • VisionPoint Advisory Group first reported a position in Fiserv Inc in Q4 2022 and held it in 12 quarters.
  • VisionPoint Advisory Group's Fiserv Inc position peaked at $4.48M in Q4 2024.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on VisionPoint Advisory Group's 13F filing for Q4 2025, filed 12 Jan 2026.