Cascade Investment Group’s Fiserv Inc FISV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-3,106
Closed -$400K 147
2025
Q3
$400K Sell
3,106
-348
-10% -$49.9K 0.27% 87
2025
Q2
$596K Hold
3,454
0.42% 55
2025
Q1
$763K Buy
3,454
+21
+0.6% +$4.6K 0.59% 44
2024
Q4
$705K Sell
3,433
-70
-2% -$14.3K 0.5% 53
2024
Q3
$629K Sell
3,503
-280
-7% -$46.2K 0.46% 53
2024
Q2
$564K Sell
3,783
-890
-19% -$135K 0.44% 53
2024
Q1
$747K Buy
4,673
+32
+0.7% +$4.66K 0.56% 46
2023
Q4
$617K Hold
4,641
0.5% 50
2023
Q3
$524K Buy
4,641
+24
+0.5% +$2.96K 0.49% 48
2023
Q2
$582K Buy
4,617
+119
+3% +$14K 0.53% 47
2023
Q1
$508K Sell
4,498
-75
-2% -$8.25K 0.5% 55
2022
Q4
$462K Buy
+4,573
New +$455K 0.48% 61

Other funds holding FISV

Cascade Investment Group's FISV Position: Q4 2025 in Review

Cascade Investment Group sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,106 shares — an estimated $400K sold.

Cascade Investment Group first reported a position in FISV in Q4 2022 and held it in 12 quarters. The position peaked at $763K in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Cascade Investment Group reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Cascade Investment Group sold 3,106 Fiserv Inc shares in Q4 2025, an estimated $400K.
  • Cascade Investment Group first reported a position in Fiserv Inc in Q4 2022 and held it in 12 quarters.
  • Cascade Investment Group's Fiserv Inc position peaked at $763K in Q1 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Cascade Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.