WIS
FISV

Wright Investors Service’s Fiserv Inc FISV Stock Holding History

Wright Investors Service’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
Q2 		– Sell
-3,068
Closed -$678K – 146
2025
Q1 		$678K Buy
3,068
+255
+9% +$55.8K 0.22% 90
2024
Q4 		$578K Sell
2,813
-251
-8% -$51.2K 0.19% 99
2024
Q3 		$550K Sell
3,064
-3,111
-50% -$513K 0.14% 123
2024
Q2 		$920K Buy
6,175
+3,054
+98% +$462K 0.24% 101
2024
Q1 		$499K Sell
3,121
-90
-3% -$13.1K 0.13% 129
2023
Q4 		$427K Sell
3,211
-21
-0.6% -$2.58K 0.12% 128
2023
Q3 		$365K Sell
3,232
-3,180
-50% -$392K 0.11% 131
2023
Q2 		$809K Sell
6,412
-406
-6% -$47.8K 0.23% 106
2023
Q1 		$771K Buy
6,818
+39
+0.6% +$4.29K 0.22% 116
2022
Q4 		$685K Hold
6,779
– – 0.2% 115
2022
Q3 		$635K Buy
6,779
+2
+0% +$204 0.2% 109
2022
Q2 		$603K Buy
+6,777
New +$657K 0.17% 117

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wright Investors Service's FISV Position: Q2 2025 in Review

Wright Investors Service sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 3,068 shares — an estimated $678K sold.

Wright Investors Service first reported a position in FISV in Q2 2022 and held it in 12 quarters. The position peaked at $920K in Q2 2024. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Wright Investors Service reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Wright Investors Service sold 3,068 Fiserv Inc shares in Q2 2025, an estimated $678K.
  • Wright Investors Service first reported a position in Fiserv Inc in Q2 2022 and held it in 12 quarters.
  • Wright Investors Service's Fiserv Inc position peaked at $920K in Q2 2024.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Wright Investors Service's 13F filing for Q2 2025, filed 11 Jul 2025.