CPA
FISV

Capital Performance Advisors’s Fiserv Inc FISV Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-2,337
Closed -$301K – 462
2025
Q3 		$301K Buy
+2,337
New +$335K 0.05% 211
2024
Q4 		– Sell
-79
Closed -$14.3K – 1040
2024
Q3 		$14.3K Buy
+79
New +$13K ﹤0.01% 704

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Capital Performance Advisors's FISV Position: Q4 2025 in Review

Capital Performance Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,337 shares — an estimated $301K sold.

Capital Performance Advisors first reported a position in FISV in Q3 2024 and held it in 2 quarters. The position peaked at $301K in Q3 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Capital Performance Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 2,337 Fiserv Inc shares in Q4 2025, an estimated $301K.
  • Capital Performance Advisors first reported a position in Fiserv Inc in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Fiserv Inc position peaked at $301K in Q3 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Capital Performance Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.