CIAS
FISV

Capital Investment Advisory Services’s Fiserv Inc FISV Stock Holding History

Capital Investment Advisory Services’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
-1,569
Closed -$346K – 1066
2025
Q1 		$346K Buy
+1,569
New +$344K 0.03% 397
2021
Q2 		– Sell
-1,808
Closed -$215K – 788
2021
Q1 		$215K Sell
1,808
-5
-0.3% -$574 0.03% 403
2020
Q4 		$206K Buy
+1,813
New +$195K 0.03% 411
2019
Q4 		– Sell
-75
Closed -$8K – 796
2019
Q3 		$8K Buy
75
+41
+121% +$4.19K ﹤0.01% 1035
2019
Q2 		$3K Buy
+34
New +$2.98K ﹤0.01% 1220

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital Investment Advisory Services's FISV Position: Q2 2025 in Review

Capital Investment Advisory Services sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,569 shares — an estimated $346K sold.

Capital Investment Advisory Services first reported a position in FISV in Q2 2019 and held it in 5 quarters. The position peaked at $346K in Q1 2025. 1,846 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Capital Investment Advisory Services reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,569 Fiserv Inc shares in Q2 2025, an estimated $346K.
  • Capital Investment Advisory Services first reported a position in Fiserv Inc in Q2 2019 and held it in 5 quarters.
  • Capital Investment Advisory Services's Fiserv Inc position peaked at $346K in Q1 2025.
  • 1,846 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Capital Investment Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.