CFP
FISV

Cascade Financial Partners’s Fiserv Inc FISV Stock Holding History

Cascade Financial Partners’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
-1,780
Closed -$229K – 275
2025
Q3 		$229K Hold
1,780
– – 0.03% 237
2025
Q2 		$307K Hold
1,780
– – 0.04% 201
2025
Q1 		$393K Sell
1,780
-178
-9% -$39K 0.05% 171
2024
Q4 		$402K Buy
1,958
+28
+1% +$5.72K 0.05% 160
2024
Q3 		$385K Sell
1,930
-498
-21% -$82.1K 0.05% 163
2024
Q2 		$362K Hold
2,428
– – 0.05% 163
2024
Q1 		$367K Buy
+2,428
New +$354K 0.05% 160

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

Cascade Financial Partners's FISV Position: Q4 2025 in Review

Cascade Financial Partners sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,780 shares — an estimated $229K sold.

Cascade Financial Partners first reported a position in FISV in Q1 2024 and held it in 7 quarters. The position peaked at $402K in Q4 2024. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Cascade Financial Partners reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Cascade Financial Partners sold 1,780 Fiserv Inc shares in Q4 2025, an estimated $229K.
  • Cascade Financial Partners first reported a position in Fiserv Inc in Q1 2024 and held it in 7 quarters.
  • Cascade Financial Partners's Fiserv Inc position peaked at $402K in Q4 2024.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Cascade Financial Partners's 13F filing for Q4 2025, filed 6 Feb 2026.