Apella Capital’s Fiserv Inc FISV Stock Holding History

Apella Capital’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 Q3	–	Sell	-1,176	Closed	-$204K	–	480
2025 Q2	$204K	Sell	1,176 -78	-6%	-$14.1K	0.01%	410
2025 Q1	$264K	Buy	+1,254	New	+$275K	0.01%	329

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Apella Capital's FISV Position: Q3 2025 in Review

Apella Capital sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,176 shares — an estimated $204K sold.

Apella Capital first reported a position in FISV in Q1 2025 and held it in 2 quarters. The position peaked at $264K in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

Apella Capital reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
Apella Capital sold 1,176 Fiserv Inc shares in Q3 2025, an estimated $204K.
Apella Capital first reported a position in Fiserv Inc in Q1 2025 and held it in 2 quarters.
Apella Capital's Fiserv Inc position peaked at $264K in Q1 2025.
1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Apella Capital's 13F filing for Q3 2025, filed 17 Oct 2025.