CP
FISV

Castleview Partners’s Fiserv Inc FISV Stock Holding History

Castleview 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
Q3 		– Sell
-1,356
Closed -$234K – 184
2025
Q2 		$234K Buy
+1,356
New +$246K 0.15% 153
2025
Q1 		– Sell
-2,579
Closed -$531K – 302
2024
Q4 		$531K Buy
2,579
+13
+0.5% +$2.65K 0.29% 88
2024
Q3 		$461K Buy
2,566
+82
+3% +$13.5K 0.27% 92
2024
Q2 		$370K Buy
2,484
+955
+62% +$145K 0.21% 111
2024
Q1 		$244K Buy
1,529
+416
+37% +$60.6K 0.14% 162
2023
Q4 		$148K Buy
1,113
+488
+78% +$59.9K 0.1% 157
2023
Q3 		$70.6K Buy
625
+86
+16% +$10.6K 0.07% 210
2023
Q2 		$68K Buy
539
+225
+72% +$26.5K 0.06% 222
2023
Q1 		$35.5K Buy
314
+3
+1% +$330 0.03% 291
2022
Q4 		$31.4K Buy
311
+153
+97% +$15.2K 0.03% 267
2022
Q3 		$15K Sell
158
-42
-21% -$4.28K 0.01% 343
2022
Q2 		$1.71K Buy
+200
New +$19.4K ﹤0.01% 642
2022
Q1 		– Sell
-214,326
Closed -$2.06K – 821
2021
Q4 		$2.06K Buy
+214,326
New +$22.2M 0.02% 277

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castleview Partners's FISV Position: Q3 2025 in Review

Castleview Partners sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,356 shares — an estimated $234K sold.

Castleview Partners first reported a position in FISV in Q4 2021 and held it in 13 quarters. The position peaked at $531K in Q4 2024. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Castleview Partners reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Castleview Partners sold 1,356 Fiserv Inc shares in Q3 2025, an estimated $234K.
  • Castleview Partners first reported a position in Fiserv Inc in Q4 2021 and held it in 13 quarters.
  • Castleview Partners's Fiserv Inc position peaked at $531K in Q4 2024.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Castleview Partners's 13F filing for Q3 2025, filed 10 Oct 2025.