CI
FISV

Corient IA’s Fiserv Inc FISV Stock Holding History

Corient IA’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
-2,000
Closed -$442K – 313
2025
Q1 		$442K Buy
+2,000
New +$438K 0.31% 123

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Corient IA's FISV Position: Q2 2025 in Review

Corient IA sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 2,000 shares — an estimated $442K sold.

Corient IA first reported a position in FISV in Q1 2025 and held it in 1 quarter. The position peaked at $442K in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Corient IA reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Corient IA sold 2,000 Fiserv Inc shares in Q2 2025, an estimated $442K.
  • Corient IA first reported a position in Fiserv Inc in Q1 2025 and held it in 1 quarter.
  • Corient IA's Fiserv Inc position peaked at $442K in Q1 2025.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Corient IA's 13F filing for Q2 2025, filed 14 Aug 2025.