Catalyst Financial Partners’s Fiserv Inc FISV Stock Holding History

Catalyst 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
2026 Q1	$236K	Buy	+4,238	New	+$262K	0.03%	333
2025 Q4	–	Sell	-3,165	Closed	-$408K	–	332
2025 Q3	$408K	Sell	3,165 -120	-4%	-$17.2K	0.05%	195
2025 Q2	$566K	Buy	3,285 +258	+9%	+$46.8K	0.06%	148
2025 Q1	$668K	Buy	3,027 +129	+4%	+$28.2K	0.12%	114
2024 Q4	$595K	Buy	2,898 +71	+3%	+$14.5K	0.11%	119
2024 Q3	$508K	Sell	2,827 -31	-1%	-$5.11K	0.1%	137
2024 Q2	$426K	Buy	2,858 +219	+8%	+$33.2K	0.09%	146
2024 Q1	$388K	Sell	2,639 -13	-0.5%	-$1.89K	0.1%	137
2023 Q4	$352K	Buy	2,652 +38	+1%	+$4.66K	0.1%	141
2023 Q3	$295K	Buy	2,614 +501	+24%	+$61.7K	0.1%	154
2023 Q2	$267K	Buy	2,113 +291	+16%	+$34.3K	0.1%	158
2023 Q1	$206K	Buy	+1,822	New	+$200K	0.09%	170

Other funds holding FISV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Catalyst Financial Partners's FISV Position: Q1 2026 in Review

Catalyst Financial Partners opened a new position in Fiserv Inc (FISV) in Q1 2026: 4,238 shares worth $236K. The stake represents 0.03% of the portfolio and ranks #333 among its holdings. This is a return to the name: Catalyst Financial Partners previously reported a position in FISV as recently as Q3 2025.

Catalyst Financial Partners first reported a position in FISV in Q1 2023 and has held it in 12 quarters since. The position peaked at $668K in Q1 2025. 1,254 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Catalyst Financial Partners held 4,238 shares of Fiserv Inc worth $236K as of Q1 2026.
Fiserv Inc was a new Catalyst Financial Partners position in Q1 2026.
Fiserv Inc made up 0.03% of Catalyst Financial Partners's portfolio in Q1 2026, its #333 holding.
Catalyst Financial Partners first reported a position in Fiserv Inc in Q1 2023 and has held it in 12 quarters since.
Catalyst Financial Partners's Fiserv Inc position peaked at $668K in Q1 2025.
1,254 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.