Birch Financial Group’s Fiserv Inc FISV Stock Holding History

Birch Financial Group’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	-1,204	Closed	-$208K	–	131
2025 Q2	$208K	Buy	+1,204	New	+$218K	0.17%	110

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Birch Financial Group's FISV Position: Q3 2025 in Review

Birch Financial Group sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,204 shares — an estimated $208K sold.

Birch Financial Group first reported a position in FISV in Q2 2025 and held it in 1 quarter. The position peaked at $208K in Q2 2025. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

Birch Financial Group reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
Birch Financial Group sold 1,204 Fiserv Inc shares in Q3 2025, an estimated $208K.
Birch Financial Group first reported a position in Fiserv Inc in Q2 2025 and held it in 1 quarter.
Birch Financial Group's Fiserv Inc position peaked at $208K in Q2 2025.
1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Birch Financial Group's 13F filing for Q3 2025, filed 31 Oct 2025.