3IP
FISV

3Chopt Investment Partners’s Fiserv Inc FISV Stock Holding History

3Chopt Investment Partners’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
-1,919
Closed -$247K – 238
2025
Q3 		$247K Sell
1,919
-250
-12% -$35.8K 0.06% 196
2025
Q2 		$374K Sell
2,169
-150
-6% -$27.2K 0.09% 165
2025
Q1 		$512K Buy
+2,319
New +$508K 0.13% 133
2024
Q3 		– Sell
-2,148
Closed -$320K – 109
2024
Q2 		$320K Buy
+2,148
New +$325K 0.1% 153
2024
Q1 		– Sell
-1,833
Closed -$243K – 101
2023
Q4 		$243K Buy
+1,833
New +$225K 0.09% 155
2023
Q1 		– Sell
-1,448
Closed -$146K – 188
2022
Q4 		$146K Buy
+1,448
New +$144K 0.08% 144

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 $3.38T AUM 44.17% 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

3Chopt Investment Partners's FISV Position: Q4 2025 in Review

3Chopt Investment Partners sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,919 shares — an estimated $247K sold.

3Chopt Investment Partners first reported a position in FISV in Q4 2022 and held it in 6 quarters. The position peaked at $512K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • 3Chopt Investment Partners reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • 3Chopt Investment Partners sold 1,919 Fiserv Inc shares in Q4 2025, an estimated $247K.
  • 3Chopt Investment Partners first reported a position in Fiserv Inc in Q4 2022 and held it in 6 quarters.
  • 3Chopt Investment Partners's Fiserv Inc position peaked at $512K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on 3Chopt Investment Partners's 13F filing for Q4 2025, filed 10 Feb 2026.