BIP Wealth’s Fiserv Inc FISV Stock Holding History

BIP Wealth’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	-1,086	Closed	-$240K	–	283
2025 Q1	$240K	Buy	1,086 +4	+0.4%	+$876	0.02%	234
2024 Q4	$222K	Buy	+1,082	New	+$221K	0.01%	244

Other funds holding FISV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BIP Wealth's FISV Position: Q2 2025 in Review

BIP Wealth sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,086 shares — an estimated $240K sold.

BIP Wealth first reported a position in FISV in Q4 2024 and held it in 2 quarters. The position peaked at $240K in Q1 2025. 1,846 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

BIP Wealth reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
BIP Wealth sold 1,086 Fiserv Inc shares in Q2 2025, an estimated $240K.
BIP Wealth first reported a position in Fiserv Inc in Q4 2024 and held it in 2 quarters.
BIP Wealth's Fiserv Inc position peaked at $240K in Q1 2025.
1,846 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on BIP Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.