CFP
FISV

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
Q2 		– Sell
-4,238
Closed -$236K – 426
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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Catalyst Financial Partners's FISV Position: Q2 2026 in Review

Catalyst Financial Partners sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 4,238 shares — an estimated $236K sold.

Catalyst Financial Partners first reported a position in FISV in Q1 2023 and held it in 12 quarters. The position peaked at $668K in Q1 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Catalyst Financial Partners reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Catalyst Financial Partners sold 4,238 Fiserv Inc shares in Q2 2026, an estimated $236K.
  • Catalyst Financial Partners first reported a position in Fiserv Inc in Q1 2023 and held it in 12 quarters.
  • Catalyst Financial Partners's Fiserv Inc position peaked at $668K in Q1 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.