Brookwood Investment Group’s Fiserv Inc FISV Stock Holding History

Brookwood Investment 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	-1,743	Closed	-$301K	–	498
2025 Q2	$301K	Buy	+1,743	New	+$316K	0.05%	334

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

Brookwood Investment Group's FISV Position: Q3 2025 in Review

Brookwood Investment Group sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,743 shares — an estimated $301K sold.

Brookwood Investment Group first reported a position in FISV in Q2 2025 and held it in 1 quarter. The position peaked at $301K in Q2 2025. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

Brookwood Investment Group reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
Brookwood Investment Group sold 1,743 Fiserv Inc shares in Q3 2025, an estimated $301K.
Brookwood Investment Group first reported a position in Fiserv Inc in Q2 2025 and held it in 1 quarter.
Brookwood Investment Group's Fiserv Inc position peaked at $301K in Q2 2025.
1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Brookwood Investment Group's 13F filing for Q3 2025, filed 21 Oct 2025.