CGL
FISV

Clarius Group LLC’s Fiserv Inc FISV Stock Holding History

Clarius Group LLC’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
-1,948
Closed -$251K – 391
2025
Q3 		$251K Sell
1,948
-1,470
-43% -$211K 0.01% 342
2025
Q2 		$589K Sell
3,418
-515
-13% -$93.4K 0.03% 221
2025
Q1 		$869K Sell
3,933
-57
-1% -$12.5K 0.05% 161
2024
Q4 		$820K Buy
3,990
+45
+1% +$9.19K 0.06% 139
2024
Q3 		$706K Sell
3,945
-204
-5% -$33.6K 0.05% 159
2024
Q2 		$618K Buy
4,149
+9
+0.2% +$1.36K 0.04% 187
2024
Q1 		$662K Sell
4,140
-800
-16% -$117K 0.05% 178
2023
Q4 		$656K Sell
4,940
-528
-10% -$64.8K 0.05% 194
2023
Q3 		$618K Sell
5,468
-1,708
-24% -$210K 0.06% 181
2023
Q2 		$905K Buy
7,176
+278
+4% +$32.7K 0.07% 149
2023
Q1 		$780K Buy
6,898
+335
+5% +$36.9K 0.07% 168
2022
Q4 		$663K Sell
6,563
-381
-5% -$37.9K 0.06% 187
2022
Q3 		$650K Buy
6,944
+424
+7% +$43.2K 0.07% 178
2022
Q2 		$580K Buy
6,520
+1,004
+18% +$97.4K 0.06% 199
2022
Q1 		$573K Hold
5,516
– – 0.05% 216
2021
Q4 		$573K Sell
5,516
-828
-13% -$85.6K 0.05% 216
2021
Q3 		$688K Buy
6,344
+231
+4% +$25.8K 0.06% 168
2021
Q2 		$653K Sell
6,113
-21
-0.3% -$2.44K 0.06% 168
2021
Q1 		$730K Buy
6,134
+124
+2% +$14.2K 0.07% 139
2020
Q4 		$684K Buy
6,010
+1,062
+21% +$114K 0.07% 133
2020
Q3 		$510K Sell
4,948
-95
-2% -$9.46K 0.07% 134
2020
Q2 		$492K Buy
5,043
+414
+9% +$41.7K 0.07% 139
2020
Q1 		$440K Buy
4,629
+104
+2% +$11.6K 0.08% 126
2019
Q4 		$536K Sell
4,525
-28
-0.6% -$3.09K 0.08% 120
2019
Q3 		$472K Buy
4,553
+1,221
+37% +$125K 0.09% 125
2019
Q2 		$304K Buy
3,332
+254
+8% +$22.3K 0.06% 171
2019
Q1 		$272K Buy
+3,078
New +$254K 0.07% 155

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Clarius Group LLC's FISV Position: Q4 2025 in Review

Clarius Group LLC sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,948 shares — an estimated $251K sold.

Clarius Group LLC first reported a position in FISV in Q1 2019 and held it in 27 quarters. The position peaked at $905K in Q2 2023. 1,397 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Clarius Group LLC reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Clarius Group LLC sold 1,948 Fiserv Inc shares in Q4 2025, an estimated $251K.
  • Clarius Group LLC first reported a position in Fiserv Inc in Q1 2019 and held it in 27 quarters.
  • Clarius Group LLC's Fiserv Inc position peaked at $905K in Q2 2023.
  • 1,397 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.