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FISV

Copperleaf Capital’s Fiserv Inc FISV Stock Holding History

Copperleaf Capital’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
-4,423
Closed -$763K – 121
2025
Q2 		$763K Sell
4,423
-21
-0.5% -$3.81K 0.39% 66
2025
Q1 		$981K Sell
4,444
-52
-1% -$11.4K 0.59% 50
2024
Q4 		$924K Buy
4,496
+616
+16% +$126K 0.59% 51
2024
Q3 		$697K Sell
3,880
-106
-3% -$17.5K 0.53% 57
2024
Q2 		$594K Buy
3,986
+116
+3% +$17.6K 0.48% 61
2024
Q1 		$619K Buy
3,870
+123
+3% +$17.9K 0.54% 57
2023
Q4 		$498K Sell
3,747
-221
-6% -$27.1K 0.51% 54
2023
Q3 		$448K Sell
3,968
-54
-1% -$6.65K 0.48% 50
2023
Q2 		$507K Sell
4,022
-704
-15% -$82.9K 0.48% 44
2023
Q1 		$534K Sell
4,726
-380
-7% -$41.8K 0.53% 41
2022
Q4 		$516K Sell
5,106
-418
-8% -$41.6K 0.59% 41
2022
Q3 		$517K Buy
5,524
+1,624
+42% +$165K 0.56% 48
2022
Q2 		$347K Buy
3,900
+8
+0.2% +$776 0.35% 55
2022
Q1 		$395K Buy
3,892
+121
+3% +$12.2K 0.35% 53
2021
Q4 		$391K Buy
3,771
+682
+22% +$70.5K 0.34% 52
2021
Q3 		$335K Buy
3,089
+105
+4% +$11.7K 0.32% 49
2021
Q2 		$319K Sell
2,984
-9
-0.3% -$1.05K 0.31% 51
2021
Q1 		$356K Buy
+2,993
New +$343K 0.38% 49

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

Copperleaf Capital's FISV Position: Q3 2025 in Review

Copperleaf Capital sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 4,423 shares — an estimated $763K sold.

Copperleaf Capital first reported a position in FISV in Q1 2021 and held it in 18 quarters. The position peaked at $981K in Q1 2025. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Copperleaf Capital reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Copperleaf Capital sold 4,423 Fiserv Inc shares in Q3 2025, an estimated $763K.
  • Copperleaf Capital first reported a position in Fiserv Inc in Q1 2021 and held it in 18 quarters.
  • Copperleaf Capital's Fiserv Inc position peaked at $981K in Q1 2025.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.