Covey Capital Advisors’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 | $2.09M | Buy |
12,123
+50
| +0.4% | +$9.07K | 2.25% | 13 |
|
|
2025
Q1 | $2.67M | Buy |
12,073
+90
| +0.8% | +$19.7K | 3.07% | 12 |
|
|
2024
Q4 | $2.46M | Sell |
11,983
-594
| -5% | -$121K | 2.8% | 13 |
|
|
2024
Q3 | $2.26M | Sell |
12,577
-430
| -3% | -$70.9K | 2.5% | 13 |
|
|
2024
Q2 | $1.94M | Buy |
13,007
+1,442
| +12% | +$218K | 2.24% | 14 |
|
|
2024
Q1 | $1.85M | Buy |
+11,565
| New | +$1.68M | 2.23% | 14 |
|
|
2022
Q2 | – | Sell |
-3,913
| Closed | -$397K | – | 36 |
|
|
2022
Q1 | $397K | Sell |
3,913
-81
| -2% | -$8.2K | 0.41% | 31 |
|
|
2021
Q4 | $415K | Sell |
3,994
-1,339
| -25% | -$138K | 0.33% | 33 |
|
|
2021
Q3 | $579K | Buy |
+5,333
| New | +$596K | 0.46% | 28 |
|
|
2021
Q2 | – | Sell |
-3,994
| Closed | -$464K | – | 31 |
|
|
2021
Q1 | $475K | Sell |
3,994
-261
| -6% | -$30K | 0.39% | 30 |
|
|
2020
Q4 | $484K | Hold |
4,255
| – | – | 0.42% | 29 |
|
|
2020
Q3 | $438K | Hold |
4,255
| – | – | 0.46% | 30 |
|
|
2020
Q2 | $415K | Hold |
4,255
| – | – | 0.52% | 25 |
|
|
2020
Q1 | $404K | Sell |
4,255
-4,745
| -53% | -$527K | 0.69% | 22 |
|
|
2019
Q4 | $1.04M | Hold |
9,000
| – | – | 1.12% | 22 |
|
|
2019
Q3 | $932K | Hold |
9,000
| – | – | 1.1% | 23 |
|
|
2019
Q2 | $820K | Hold |
9,000
| – | – | 0.98% | 25 |
|
|
2019
Q1 | $795K | Hold |
9,000
| – | – | 1.07% | 25 |
|
|
2018
Q4 | $661K | Hold |
9,000
| – | – | 1.07% | 27 |
|
|
2018
Q3 | $741K | Hold |
9,000
| – | – | 0.95% | 29 |
|
|
2018
Q2 | $667K | Sell |
9,000
-3,000
| -25% | -$218K | 0.9% | 28 |
|
|
2018
Q1 | $856K | Hold |
12,000
| – | – | 1.18% | 27 |
|
|
2017
Q4 | $787K | Hold |
12,000
| – | – | 1.04% | 29 |
|
|
2017
Q3 | $774K | Hold |
12,000
| – | – | 1.13% | 27 |
|
|
2017
Q2 | $734K | Hold |
12,000
| – | – | 0.79% | 26 |
|
|
2017
Q1 | $692K | Hold |
12,000
| – | – | 0.36% | 29 |
|
|
2016
Q4 | $637K | Hold |
12,000
| – | – | 0.37% | 28 |
|
|
2016
Q3 | $597K | Hold |
12,000
| – | – | 0.32% | 31 |
|
|
2016
Q2 | $652K | Hold |
12,000
| – | – | 0.36% | 31 |
|
|
2016
Q1 | $615K | Hold |
12,000
| – | – | 0.33% | 29 |
|
|
2015
Q4 | $549K | Hold |
12,000
| – | – | 0.28% | 32 |
|
|
2015
Q3 | $520K | Hold |
12,000
| – | – | 0.29% | 31 |
|
|
2015
Q2 | $497K | Hold |
12,000
| – | – | 0.29% | 32 |
|
|
2015
Q1 | $476K | Hold |
12,000
| – | – | 0.29% | 29 |
|
|
2014
Q4 | $426K | Hold |
12,000
| – | – | 0.25% | 30 |
|
|
2014
Q3 | $388K | Buy |
+12,000
| New | +$379K | 0.24% | 31 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 33 |
|
|
2014
Q1 | – | Sell |
-112,000
| Closed | -$3.2M | – | 17 |
|
|
2013
Q4 | $3.31M | Buy |
+112,000
| New | +$3.02M | 1.88% | 12 |
|
Other funds holding FISV
N
Covey Capital Advisors's FISV Position: Q2 2025 in Review
Covey Capital Advisors increased its Fiserv Inc (FISV) stake by 0.41% in Q2 2025, buying an estimated $9.07K and bringing the position to 12,123 shares worth $2.09M. The position accounts for 2.25% of the portfolio, ranked #13.
Covey Capital Advisors first reported a position in FISV in Q4 2013 and has held it in 37 quarters since. The position peaked at $3.31M in Q4 2013. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.
- Covey Capital Advisors held 12,123 shares of Fiserv Inc worth $2.09M as of Q2 2025.
- Covey Capital Advisors bought 50 Fiserv Inc shares in Q2 2025, an estimated $9.07K.
- Fiserv Inc made up 2.25% of Covey Capital Advisors's portfolio in Q2 2025, its #13 holding.
- Covey Capital Advisors first reported a position in Fiserv Inc in Q4 2013 and has held it in 37 quarters since.
- Covey Capital Advisors's Fiserv Inc position peaked at $3.31M in Q4 2013.
- 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.
Based on Covey Capital Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.