EFP
FISV

EnRich Financial Partners’s Fiserv Inc FISV Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-402
Closed -$82.6K – 111
2024
Q4 		$82.6K Hold
402
– – 0.03% 84
2024
Q3 		$72.2K Hold
402
– – 0.02% 92
2024
Q2 		$59.9K Hold
402
– – 0.02% 99
2024
Q1 		$64.2K Buy
+402
New +$58.5K 0.02% 85

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EnRich Financial Partners's FISV Position: Q1 2025 in Review

EnRich Financial Partners sold out of Fiserv Inc (FISV) in Q1 2025, closing a stake of 402 shares — an estimated $82.6K sold.

EnRich Financial Partners first reported a position in FISV in Q1 2024 and held it in 4 quarters. The position peaked at $82.6K in Q4 2024. 1,937 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • EnRich Financial Partners reported no remaining Fiserv Inc position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 402 Fiserv Inc shares in Q1 2025, an estimated $82.6K.
  • EnRich Financial Partners first reported a position in Fiserv Inc in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Fiserv Inc position peaked at $82.6K in Q4 2024.
  • 1,937 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.