CIP
FISV

Convergence Investment Partners’s Fiserv Inc FISV Stock Holding History

Convergence Investment Partners’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
-913
Closed -$202K – 252
2025
Q1 		$202K Sell
913
-195
-18% -$42.7K 0.06% 232
2024
Q4 		$228K Sell
1,108
-11
-1% -$2.25K 0.05% 230
2024
Q3 		$201K Buy
+1,119
New +$185K 0.05% 235
2018
Q2 		– Sell
-855
Closed -$61K – 518
2018
Q1 		$61K Buy
+855
New +$60.1K 0.01% 410

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 $182B AUM 14.68% 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 $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Convergence Investment Partners's FISV Position: Q2 2025 in Review

Convergence Investment Partners sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 913 shares — an estimated $202K sold.

Convergence Investment Partners first reported a position in FISV in Q1 2018 and held it in 4 quarters. The position peaked at $228K in Q4 2024. 1,846 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Convergence Investment Partners reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 913 Fiserv Inc shares in Q2 2025, an estimated $202K.
  • Convergence Investment Partners first reported a position in Fiserv Inc in Q1 2018 and held it in 4 quarters.
  • Convergence Investment Partners's Fiserv Inc position peaked at $228K in Q4 2024.
  • 1,846 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Convergence Investment Partners's 13F filing for Q2 2025, filed 1 Aug 2025.