Cutter & Co Brokerage’s Fiserv Inc FISV Stock Holding History

Cutter & Co Brokerage’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	-1,685	Closed	-$372K	–	51
2025 Q1	$372K	Sell	1,685 -50	-3%	-$10.9K	0.09%	117
2024 Q4	$356K	Hold	1,735	–	–	0.09%	119
2024 Q3	$312K	Hold	1,735	–	–	0.07%	140
2024 Q2	$259K	Sell	1,735 -43	-2%	-$6.51K	0.06%	161
2024 Q1	$284K	Hold	1,778	–	–	0.07%	148
2023 Q4	$236K	Sell	1,778 -42	-2%	-$5.15K	0.07%	159
2023 Q3	$206K	Sell	1,820 -85	-4%	-$10.5K	0.06%	182
2023 Q2	$240K	Buy	+1,905	New	+$224K	0.07%	171
2016 Q3	–	Sell	-8,050	Closed	-$438K	–	256
2016 Q2	$438K	Sell	8,050 -350	-4%	-$18K	0.19%	109
2016 Q1	$431K	Sell	8,400 -20	-0.2%	-$948	0.2%	108
2015 Q4	$385K	Buy	8,420 +740	+10%	+$34.7K	0.18%	125
2015 Q3	$333K	Sell	7,680 -1,350	-15%	-$58.4K	0.16%	126
2015 Q2	$374K	Buy	+9,030	New	+$363K	0.15%	152

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cutter & Co Brokerage's FISV Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,685 shares — an estimated $372K sold.

Cutter & Co Brokerage first reported a position in FISV in Q2 2015 and held it in 13 quarters. The position peaked at $438K in Q2 2016. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

Cutter & Co Brokerage reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
Cutter & Co Brokerage sold 1,685 Fiserv Inc shares in Q2 2025, an estimated $372K.
Cutter & Co Brokerage first reported a position in Fiserv Inc in Q2 2015 and held it in 13 quarters.
Cutter & Co Brokerage's Fiserv Inc position peaked at $438K in Q2 2016.
1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.