CAM
FISV

Creekmur Asset Management’s Fiserv Inc FISV Stock Holding History

Creekmur Asset Management’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 		$109K Sell
846
-617
-42% -$88.4K 0.02% 263
2025
Q2 		$252K Buy
1,463
+312
+27% +$56.6K 0.04% 206
2025
Q1 		$254K Buy
+1,151
New +$252K 0.05% 167

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

Creekmur Asset Management's FISV Position: Q3 2025 in Review

Creekmur Asset Management reduced its Fiserv Inc (FISV) stake by 42% in Q3 2025, selling an estimated $88.4K and leaving 846 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #263.

Creekmur Asset Management first reported a position in FISV in Q1 2025 and has held it in 3 quarters since. The position peaked at $254K in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Creekmur Asset Management held 846 shares of Fiserv Inc worth $109K as of Q3 2025.
  • Creekmur Asset Management sold 617 Fiserv Inc shares in Q3 2025, an estimated $88.4K.
  • Fiserv Inc made up 0.02% of Creekmur Asset Management's portfolio in Q3 2025, its #263 holding.
  • Creekmur Asset Management first reported a position in Fiserv Inc in Q1 2025 and has held it in 3 quarters since.
  • Creekmur Asset Management's Fiserv Inc position peaked at $254K in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.