CIG
FISV

CHB Investment Group’s Fiserv Inc FISV Stock Holding History

CHB Investment 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
-17,404
Closed -$3.84M – 75
2025
Q1 		$3.84M Sell
17,404
-162
-0.9% -$35.5K 2.04% 6
2024
Q4 		$3.61M Sell
17,566
-396
-2% -$80.8K 1.96% 7
2024
Q3 		$3.23M Buy
+17,962
New +$2.96M 1.71% 8

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CHB Investment Group's FISV Position: Q2 2025 in Review

CHB Investment Group sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 17,404 shares — an estimated $3.84M sold.

CHB Investment Group first reported a position in FISV in Q3 2024 and held it in 3 quarters. The position peaked at $3.84M in Q1 2025. 1,847 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • CHB Investment Group reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • CHB Investment Group sold 17,404 Fiserv Inc shares in Q2 2025, an estimated $3.84M.
  • CHB Investment Group first reported a position in Fiserv Inc in Q3 2024 and held it in 3 quarters.
  • CHB Investment Group's Fiserv Inc position peaked at $3.84M in Q1 2025.
  • 1,847 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.