CCA
FISV

Cobblestone Capital Advisors’s Fiserv Inc FISV Stock Holding History

Cobblestone Capital Advisors’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
Q3 		– Sell
-1,315
Closed -$227K – 307
2025
Q2 		$227K Sell
1,315
-20
-1% -$3.63K 0.01% 283
2025
Q1 		$295K Sell
1,335
-6
-0.4% -$1.31K 0.02% 245
2024
Q4 		$275K Buy
1,341
+31
+2% +$6.33K 0.02% 249
2024
Q3 		$235K Buy
+1,310
New +$216K 0.01% 264
2024
Q2 		– Sell
-1,284
Closed -$205K – 283
2024
Q1 		$205K Buy
+1,284
New +$187K 0.01% 272

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cobblestone Capital Advisors's FISV Position: Q3 2025 in Review

Cobblestone Capital Advisors sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,315 shares — an estimated $227K sold.

Cobblestone Capital Advisors first reported a position in FISV in Q1 2024 and held it in 5 quarters. The position peaked at $295K in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Cobblestone Capital Advisors reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Cobblestone Capital Advisors sold 1,315 Fiserv Inc shares in Q3 2025, an estimated $227K.
  • Cobblestone Capital Advisors first reported a position in Fiserv Inc in Q1 2024 and held it in 5 quarters.
  • Cobblestone Capital Advisors's Fiserv Inc position peaked at $295K in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.