CSP
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Cary Street Partners’s Fiserv FI Stock Holding History

Cary Street Partners’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.25M Sell
36,252
-2,490
-6% -$429K 0.18% 138
2025
Q1 		$8.56M Sell
38,742
-1,658
-4% -$366K 0.27% 92
2024
Q4 		$8.3M Buy
+40,400
New +$8.3M 0.27% 92