Impact Capital Partners’s Fiserv Inc FISV Stock Holding History

Impact Capital 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 Q4	–	Sell	-2,046	Closed	-$264K	–	277
2025 Q3	$264K	Sell	2,046 -1,177	-37%	-$169K	0.08%	232
2025 Q2	$556K	Sell	3,223 -281	-8%	-$51K	0.18%	129
2025 Q1	$774K	Sell	3,504 -168	-5%	-$36.8K	0.28%	85
2024 Q4	$754K	Buy	+3,672	New	+$750K	0.27%	94

Other funds holding FISV

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Impact Capital Partners's FISV Position: Q4 2025 in Review

Impact Capital Partners sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,046 shares — an estimated $264K sold.

Impact Capital Partners first reported a position in FISV in Q4 2024 and held it in 4 quarters. The position peaked at $774K in Q1 2025. 1,397 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Impact Capital Partners reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Impact Capital Partners sold 2,046 Fiserv Inc shares in Q4 2025, an estimated $264K.
Impact Capital Partners first reported a position in Fiserv Inc in Q4 2024 and held it in 4 quarters.
Impact Capital Partners's Fiserv Inc position peaked at $774K in Q1 2025.
1,397 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Impact Capital Partners's 13F filing for Q4 2025, filed 7 Jan 2026.