YLHM
FISV

Yelin Lapidot Holdings Management’s Fiserv Inc FISV Stock Holding History

Yelin Lapidot Holdings Management’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
-3,200
Closed -$413K – 90
2025
Q3 		$413K Buy
+3,200
New +$459K 0.09% 73

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 $182B AUM 14.68% 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 $75B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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

Yelin Lapidot Holdings Management's FISV Position: Q4 2025 in Review

Yelin Lapidot Holdings Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,200 shares — an estimated $413K sold.

Yelin Lapidot Holdings Management first reported a position in FISV in Q3 2025 and held it in 1 quarter. The position peaked at $413K in Q3 2025. 1,396 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Yelin Lapidot Holdings Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Yelin Lapidot Holdings Management sold 3,200 Fiserv Inc shares in Q4 2025, an estimated $413K.
  • Yelin Lapidot Holdings Management first reported a position in Fiserv Inc in Q3 2025 and held it in 1 quarter.
  • Yelin Lapidot Holdings Management's Fiserv Inc position peaked at $413K in Q3 2025.
  • 1,396 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Yelin Lapidot Holdings Management's 13F filing for Q4 2025, filed 5 Feb 2026.