BCMLT
FISV

Beacon Capital Management LLC (Tennessee)’s Fiserv Inc FISV Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-76
Closed -$13K – 430
2025
Q2 		$13K Hold
76
– – ﹤0.01% 581
2025
Q1 		$16.7K Sell
76
-24
-24% -$5.25K ﹤0.01% 510
2024
Q4 		$20.5K Hold
100
– – ﹤0.01% 470
2024
Q3 		$18K Hold
100
– – ﹤0.01% 509
2024
Q2 		$14.9K Sell
100
-56
-36% -$8.48K ﹤0.01% 498
2024
Q1 		$24.9K Buy
156
+29
+23% +$4.22K 0.01% 415
2023
Q4 		$14.3K Sell
127
-44
-26% -$5.4K ﹤0.01% 440
2023
Q3 		$21.6K Hold
171
– – 0.01% 394
2023
Q2 		$21.6K Buy
171
+44
+35% +$5.18K 0.01% 394
2023
Q1 		$14.4K Hold
127
– – ﹤0.01% 420
2022
Q4 		$12.8K Buy
127
+75
+144% +$7.47K ﹤0.01% 453
2022
Q3 		$4K Hold
52
– – ﹤0.01% 628
2022
Q2 		$6K Hold
52
– – ﹤0.01% 607
2022
Q1 		$6K Buy
+52
New +$5.26K ﹤0.01% 606

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s FISV Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 76 shares — an estimated $13K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in FISV in Q1 2022 and held it in 14 quarters. The position peaked at $24.9K in Q1 2024. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 76 Fiserv Inc shares in Q3 2025, an estimated $13K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Fiserv Inc in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Fiserv Inc position peaked at $24.9K in Q1 2024.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.