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FISV

Callan Capital’s Fiserv Inc FISV Stock Holding History

Callan 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
Q1 		$458K Buy
2,074
+345
+20% +$75.5K 0.03% 222
2024
Q4 		$355K Buy
1,729
+100
+6% +$20.4K 0.03% 229
2024
Q3 		$293K Buy
+1,629
New +$269K 0.02% 267

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Callan Capital's FISV Position: Q1 2025 in Review

Callan Capital increased its Fiserv Inc (FISV) stake by 20% in Q1 2025, buying an estimated $75.5K and bringing the position to 2,074 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #222.

Callan Capital first reported a position in FISV in Q3 2024 and has held it in 3 quarters since. 1,933 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Callan Capital held 2,074 shares of Fiserv Inc worth $458K as of Q1 2025.
  • Callan Capital bought 345 Fiserv Inc shares in Q1 2025, an estimated $75.5K.
  • Fiserv Inc made up 0.03% of Callan Capital's portfolio in Q1 2025, its #222 holding.
  • Callan Capital first reported a position in Fiserv Inc in Q3 2024 and has held it in 3 quarters since.
  • 1,933 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.