CPC
FISV

Consolidated Planning Corp’s Fiserv Inc FISV Stock Holding History

Consolidated Planning Corp’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
-24,913
Closed -$4.3M – 203
2025
Q2 		$4.3M Buy
24,913
+1,480
+6% +$268K 0.54% 66
2025
Q1 		$5.17M Buy
23,433
+639
+3% +$140K 0.71% 46
2024
Q4 		$4.68M Buy
22,794
+321
+1% +$65.5K 0.64% 53
2024
Q3 		$4.04M Buy
22,473
+3,064
+16% +$505K 0.6% 55
2024
Q2 		$2.89M Buy
19,409
+1,333
+7% +$202K 0.48% 67
2024
Q1 		$2.89M Buy
18,076
+354
+2% +$51.6K 0.49% 62
2023
Q4 		$2.35M Buy
17,722
+544
+3% +$66.8K 0.44% 59
2023
Q3 		$1.94M Buy
+17,178
New +$2.12M 0.43% 63
2021
Q4 		– Sell
-122
Closed -$13K – 201
2021
Q3 		$13K Buy
+122
New +$13.6K 0.01% 289

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

Consolidated Planning Corp's FISV Position: Q3 2025 in Review

Consolidated Planning Corp sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 24,913 shares — an estimated $4.3M sold.

Consolidated Planning Corp first reported a position in FISV in Q3 2021 and held it in 9 quarters. The position peaked at $5.17M in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Consolidated Planning Corp reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 24,913 Fiserv Inc shares in Q3 2025, an estimated $4.3M.
  • Consolidated Planning Corp first reported a position in Fiserv Inc in Q3 2021 and held it in 9 quarters.
  • Consolidated Planning Corp's Fiserv Inc position peaked at $5.17M in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Consolidated Planning Corp's 13F filing for Q3 2025, filed 27 Oct 2025.