Chickasaw Capital Management’s Fiserv Inc FISV Stock Holding History

Chickasaw Capital Management’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 Q4	–	Sell	-3,114	Closed	-$401K	–	95
2025 Q3	$401K	Buy	3,114 +1,700	+120%	+$244K	0.02%	74
2025 Q2	$244K	Hold	1,414	–	–	0.01%	91
2025 Q1	$312K	Hold	1,414	–	–	0.01%	79
2024 Q4	$290K	Hold	1,414	–	–	0.01%	84
2024 Q3	$254K	Hold	1,414	–	–	0.01%	87
2024 Q2	$211K	Buy	1,414 +50	+4%	+$7.57K	0.01%	91
2024 Q1	$218K	Buy	+1,364	New	+$199K	0.01%	91
2022 Q4	–	Sell	-2,274	Closed	-$213K	–	84
2022 Q3	$213K	Hold	2,274	–	–	0.01%	77
2022 Q2	$202K	Hold	2,274	–	–	0.01%	79
2022 Q1	$231K	Hold	2,274	–	–	0.01%	82
2021 Q4	$236K	Sell	2,274 -303	-12%	-$31.3K	0.01%	88
2021 Q3	$280K	Hold	2,577	–	–	0.01%	77
2021 Q2	$275K	Hold	2,577	–	–	0.01%	79
2021 Q1	$307K	Hold	2,577	–	–	0.02%	74
2020 Q4	$293K	Hold	2,577	–	–	0.02%	71
2020 Q3	$266K	Buy	2,577 +50	+2%	+$4.98K	0.02%	69
2020 Q2	$247K	Hold	2,527	–	–	0.01%	68
2020 Q1	$240K	Hold	2,527	–	–	0.02%	69
2019 Q4	$292K	Hold	2,527	–	–	0.01%	73
2019 Q3	$262K	Buy	+2,527	New	+$258K	0.01%	75

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Chickasaw Capital Management's FISV Position: Q4 2025 in Review

Chickasaw Capital Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,114 shares — an estimated $401K sold.

Chickasaw Capital Management first reported a position in FISV in Q3 2019 and held it in 20 quarters. The position peaked at $401K in Q3 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Chickasaw Capital Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Chickasaw Capital Management sold 3,114 Fiserv Inc shares in Q4 2025, an estimated $401K.
Chickasaw Capital Management first reported a position in Fiserv Inc in Q3 2019 and held it in 20 quarters.
Chickasaw Capital Management's Fiserv Inc position peaked at $401K in Q3 2025.
1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Chickasaw Capital Management's 13F filing for Q4 2025, filed 12 Jan 2026.