CCM
FISV

Carmel Capital Management’s Fiserv Inc FISV Stock Holding History

Carmel Capital Management’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
-46,410
Closed -$5.98M – 24
2025
Q3 		$5.98M Sell
46,410
-450
-1% -$64.5K 1.82% 21
2025
Q2 		$8.08M Buy
46,860
+250
+0.5% +$45.3K 2.72% 15
2025
Q1 		$10.3M Hold
46,610
– – 4.18% 11
2024
Q4 		$9.57M Buy
46,610
+9,370
+25% +$1.91M 3.62% 12
2024
Q3 		$6.69M Sell
37,240
-305
-0.8% -$50.3K 2.51% 17
2024
Q2 		$5.6M Buy
37,545
+55
+0.1% +$8.33K 2.18% 19
2024
Q1 		$5.99M Buy
37,490
+300
+0.8% +$43.7K 2.46% 18
2023
Q4 		$4.94M Buy
37,190
+14,450
+64% +$1.77M 2.37% 22
2023
Q3 		$2.57M Sell
22,740
-575
-2% -$70.8K 1.45% 22
2023
Q2 		$2.94M Buy
23,315
+300
+1% +$35.3K 1.53% 23
2023
Q1 		$2.6M Buy
23,015
+300
+1% +$33K 1.49% 25
2022
Q4 		$2.3M Buy
22,715
+400
+2% +$39.8K 1.42% 25
2022
Q3 		$2.09M Buy
22,315
+2,150
+11% +$219K 1.36% 26
2022
Q2 		$1.79M Buy
20,165
+2,350
+13% +$228K 1.11% 27
2022
Q1 		$1.81M Hold
17,815
– – 0.94% 28
2021
Q4 		$1.85M Buy
+17,815
New +$1.84M 0.91% 28

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 $3.37T AUM 44.26% 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

Carmel Capital Management's FISV Position: Q4 2025 in Review

Carmel Capital Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 46,410 shares — an estimated $5.98M sold.

Carmel Capital Management first reported a position in FISV in Q4 2021 and held it in 16 quarters. The position peaked at $10.3M in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Carmel Capital Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Carmel Capital Management sold 46,410 Fiserv Inc shares in Q4 2025, an estimated $5.98M.
  • Carmel Capital Management first reported a position in Fiserv Inc in Q4 2021 and held it in 16 quarters.
  • Carmel Capital Management's Fiserv Inc position peaked at $10.3M in Q1 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Carmel Capital Management's 13F filing for Q4 2025, filed 28 Jan 2026.