FPGT
FISV

Financial Partners Group (Tennessee)’s Fiserv Inc FISV Stock Holding History

Financial Partners Group (Tennessee)’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 		$223K Hold
1,293
– – 0.08% 83
2025
Q1 		$286K Hold
1,293
– – 0.12% 74
2024
Q4 		$266K Buy
1,293
+29
+2% +$5.92K 0.11% 83
2024
Q3 		$227K Buy
+1,264
New +$208K 0.09% 96
2024
Q2 		– Sell
-1,264
Closed -$202K – 97
2024
Q1 		$202K Buy
+1,264
New +$184K 0.08% 95

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Partners Group (Tennessee)'s FISV Position: Q2 2025 in Review

Financial Partners Group (Tennessee) held its Fiserv Inc (FISV) position steady in Q2 2025 at 1,293 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #83.

Financial Partners Group (Tennessee) first reported a position in FISV in Q1 2024 and has held it in 5 quarters since. The position peaked at $286K in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Financial Partners Group (Tennessee) held 1,293 shares of Fiserv Inc worth $223K as of Q2 2025.
  • Financial Partners Group (Tennessee) left its Fiserv Inc share count unchanged in Q2 2025.
  • Fiserv Inc made up 0.08% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #83 holding.
  • Financial Partners Group (Tennessee) first reported a position in Fiserv Inc in Q1 2024 and has held it in 5 quarters since.
  • Financial Partners Group (Tennessee)'s Fiserv Inc position peaked at $286K in Q1 2025.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.