Copperwynd Financial’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Buy |
5,736
+39
| +0.7% | +$7.07K | 0.25% | 71 |
|
|
2025
Q1 | $1.26M | Sell |
5,697
-70
| -1% | -$15.3K | 0.35% | 53 |
|
|
2024
Q4 | $1.18M | Sell |
5,767
-69
| -1% | -$14.1K | 0.33% | 52 |
|
|
2024
Q3 | $1.05M | Buy |
5,836
+185
| +3% | +$30.5K | 0.32% | 53 |
|
|
2024
Q2 | $924K | Buy |
5,651
+249
| +5% | +$37.7K | 0.3% | 53 |
|
|
2024
Q1 | $863K | Sell |
5,402
-129
| -2% | -$18.8K | 0.31% | 50 |
|
|
2023
Q4 | $735K | Sell |
5,531
-2
| -0% | -$245 | 0.29% | 62 |
|
|
2023
Q3 | $625K | Sell |
5,533
-170
| -3% | -$20.9K | 0.29% | 65 |
|
|
2023
Q2 | $719K | Buy |
5,703
+82
| +1% | +$9.65K | 0.34% | 64 |
|
|
2023
Q1 | $635K | Sell |
5,621
-14
| -0.2% | -$1.54K | 0.32% | 68 |
|
|
2022
Q4 | $569K | Sell |
5,635
-20,542
| -78% | -$2.05M | 0.32% | 76 |
|
|
2022
Q3 | $2.45M | Buy |
26,177
+20,131
| +333% | +$2.05M | 1.41% | 13 |
|
|
2022
Q2 | $538K | Sell |
6,046
-1
| -0% | -$97 | 0.32% | 76 |
|
|
2022
Q1 | $613K | Buy |
6,047
+302
| +5% | +$30.6K | 0.25% | 85 |
|
|
2021
Q4 | $596K | Sell |
5,745
-100
| -2% | -$10.3K | 0.23% | 81 |
|
|
2021
Q3 | $634K | Buy |
5,845
+51
| +0.9% | +$5.7K | 0.26% | 72 |
|
|
2021
Q2 | $619K | Buy |
5,794
+98
| +2% | +$11.4K | 0.26% | 63 |
|
|
2021
Q1 | $678K | Sell |
5,696
-231
| -4% | -$26.5K | 0.3% | 48 |
|
|
2020
Q4 | $675K | Sell |
5,927
-57
| -1% | -$6.14K | 0.33% | 46 |
|
|
2020
Q3 | $617K | Sell |
5,984
-208
| -3% | -$20.7K | 0.33% | 41 |
|
|
2020
Q2 | $604K | Sell |
6,192
-600
| -9% | -$60.4K | 0.35% | 38 |
|
|
2020
Q1 | $645K | Sell |
6,792
-741
| -10% | -$82.3K | 0.31% | 20 |
|
|
2019
Q4 | $871K | Sell |
7,533
-92
| -1% | -$10.2K | 0.46% | 35 |
|
|
2019
Q3 | $836K | Buy |
7,625
+76
| +1% | +$7.76K | 0.47% | 33 |
|
|
2019
Q2 | $688K | Sell |
7,549
-12
| -0.2% | -$1.05K | 0.4% | 35 |
|
|
2019
Q1 | $667K | Sell |
7,561
-62
| -0.8% | -$5.12K | 0.4% | 36 |
|
|
2018
Q4 | $560K | Sell |
7,623
-344
| -4% | -$26.6K | 0.35% | 26 |
|
|
2018
Q3 | $656K | Buy |
7,967
+64
| +0.8% | +$5.02K | 0.4% | 32 |
|
|
2018
Q2 | $586K | Sell |
7,903
-93
| -1% | -$6.75K | 0.41% | 26 |
|
|
2018
Q1 | $570K | Buy |
7,996
+398
| +5% | +$28K | 0.39% | 32 |
|
|
2017
Q4 | $498K | Buy |
+7,598
| New | +$491K | 0.36% | 34 |
|
Other funds holding FISV
N
Copperwynd Financial's FISV Position: Q2 2025 in Review
Copperwynd Financial increased its Fiserv Inc (FISV) stake by 0.68% in Q2 2025, buying an estimated $7.07K and bringing the position to 5,736 shares worth $989K. The position accounts for 0.25% of the portfolio, ranked #71.
Copperwynd Financial first reported a position in FISV in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.45M in Q3 2022. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.
- Copperwynd Financial held 5,736 shares of Fiserv Inc worth $989K as of Q2 2025.
- Copperwynd Financial bought 39 Fiserv Inc shares in Q2 2025, an estimated $7.07K.
- Fiserv Inc made up 0.25% of Copperwynd Financial's portfolio in Q2 2025, its #71 holding.
- Copperwynd Financial first reported a position in Fiserv Inc in Q4 2017 and has held it in 31 quarters since.
- Copperwynd Financial's Fiserv Inc position peaked at $2.45M in Q3 2022.
- 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.
Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.