CG
FISV

CFO4Life Group’s Fiserv Inc FISV Stock Holding History

CFO4Life Group’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
Q2 		– Sell
-3,960
Closed -$874K – 236
2025
Q1 		$874K Sell
3,960
-487
-11% -$107K 0.15% 79
2024
Q4 		$914K Sell
4,447
-98
-2% -$20K 0.16% 74
2024
Q3 		$817K Sell
4,545
-573
-11% -$94.5K 0.14% 84
2024
Q2 		$763K Buy
5,118
+41
+0.8% +$6.21K 0.14% 85
2024
Q1 		$811K Sell
5,077
-352
-6% -$51.3K 0.15% 76
2023
Q4 		$721K Sell
5,429
-8
-0.1% -$982 0.14% 85
2023
Q3 		$614K Sell
5,437
-37
-0.7% -$4.56K 0.14% 84
2023
Q2 		$691K Buy
5,474
+38
+0.7% +$4.47K 0.15% 75
2023
Q1 		$614K Buy
+5,436
New +$598K 0.14% 84

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CFO4Life Group's FISV Position: Q2 2025 in Review

CFO4Life Group sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 3,960 shares — an estimated $874K sold.

CFO4Life Group first reported a position in FISV in Q1 2023 and held it in 9 quarters. The position peaked at $914K in Q4 2024. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • CFO4Life Group reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • CFO4Life Group sold 3,960 Fiserv Inc shares in Q2 2025, an estimated $874K.
  • CFO4Life Group first reported a position in Fiserv Inc in Q1 2023 and held it in 9 quarters.
  • CFO4Life Group's Fiserv Inc position peaked at $914K in Q4 2024.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on CFO4Life Group's 13F filing for Q2 2025, filed 8 Aug 2025.