DLCIG
FISV

D.L. Carlson Investment Group’s Fiserv Inc FISV Stock Holding History

D.L. Carlson Investment Group’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 		– Sell
-33,611
Closed -$5.79M – 141
2025
Q2 		$5.79M Sell
33,611
-332
-1% -$60.2K 1.06% 23
2025
Q1 		$7.5M Sell
33,943
-1,025
-3% -$224K 1.44% 13
2024
Q4 		$7.18M Sell
34,968
-162
-0.5% -$33.1K 1.28% 18
2024
Q3 		$6.31M Sell
35,130
-226
-0.6% -$37.3K 1.14% 19
2024
Q2 		$5.27M Buy
35,356
+10,894
+45% +$1.65M 1.02% 21
2024
Q1 		$3.91M Sell
24,462
-458
-2% -$66.7K 0.76% 41
2023
Q4 		$3.69M Sell
24,920
-1,535
-6% -$188K 0.75% 44
2023
Q3 		$2.99M Buy
+26,455
New +$3.26M 0.6% 54

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

D.L. Carlson Investment Group's FISV Position: Q3 2025 in Review

D.L. Carlson Investment Group sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 33,611 shares — an estimated $5.79M sold.

D.L. Carlson Investment Group first reported a position in FISV in Q3 2023 and held it in 8 quarters. The position peaked at $7.5M in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • D.L. Carlson Investment Group reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 33,611 Fiserv Inc shares in Q3 2025, an estimated $5.79M.
  • D.L. Carlson Investment Group first reported a position in Fiserv Inc in Q3 2023 and held it in 8 quarters.
  • D.L. Carlson Investment Group's Fiserv Inc position peaked at $7.5M in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on D.L. Carlson Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.