WI
FISV

WBI Investments’s Fiserv Inc FISV Stock Holding History

WBI Investments’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
Q1 		– Sell
-3,898
Closed -$801K – 252
2024
Q4 		$801K Sell
3,898
-74
-2% -$15.1K 0.2% 129
2024
Q3 		$714K Buy
+3,972
New +$655K 0.17% 141
2016
Q2 		– Sell
-83,858
Closed -$4.3M – 175
2016
Q1 		$4.3M Sell
83,858
-73,770
-47% -$3.5M 0.16% 70
2015
Q4 		$7.21M Sell
157,628
-14,556
-8% -$684K 0.21% 88
2015
Q3 		$7.46M Sell
172,184
-61,988
-26% -$2.68M 0.26% 66
2015
Q2 		$9.7M Buy
+234,172
New +$9.42M 0.24% 87

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBI Investments's FISV Position: Q1 2025 in Review

WBI Investments sold out of Fiserv Inc (FISV) in Q1 2025, closing a stake of 3,898 shares — an estimated $801K sold.

WBI Investments first reported a position in FISV in Q2 2015 and held it in 6 quarters. The position peaked at $9.7M in Q2 2015. 1,934 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • WBI Investments reported no remaining Fiserv Inc position as of Q1 2025 after selling out during the quarter.
  • WBI Investments sold 3,898 Fiserv Inc shares in Q1 2025, an estimated $801K.
  • WBI Investments first reported a position in Fiserv Inc in Q2 2015 and held it in 6 quarters.
  • WBI Investments's Fiserv Inc position peaked at $9.7M in Q2 2015.
  • 1,934 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on WBI Investments's 13F filing for Q1 2025, filed 22 May 2025.