Everett Harris & Co’s Fiserv Inc FISV Stock Holding History

Everett Harris & Co’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	-1,032	Closed	-$228K	–	337
2025 Q1	$228K	Hold	1,032	–	–	﹤0.01%	297
2024 Q4	$212K	Buy	+1,032	New	+$211K	﹤0.01%	275

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

Everett Harris & Co's FISV Position: Q2 2025 in Review

Everett Harris & Co sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,032 shares — an estimated $228K sold.

Everett Harris & Co first reported a position in FISV in Q4 2024 and held it in 2 quarters. The position peaked at $228K in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

Everett Harris & Co reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
Everett Harris & Co sold 1,032 Fiserv Inc shares in Q2 2025, an estimated $228K.
Everett Harris & Co first reported a position in Fiserv Inc in Q4 2024 and held it in 2 quarters.
Everett Harris & Co's Fiserv Inc position peaked at $228K in Q1 2025.
1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Everett Harris & Co's 13F filing for Q2 2025, filed 8 Aug 2025.