Isthmus Partners’s Fiserv Inc FISV Stock Holding History

Isthmus 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 Q3	–	Sell	-1,408	Closed	-$243K	–	211
2025 Q2	$243K	Sell	1,408 -150	-10%	-$27.2K	0.03%	203
2025 Q1	$344K	Hold	1,558	–	–	0.04%	170
2024 Q4	$320K	Hold	1,558	–	–	0.04%	176
2024 Q3	$280K	Hold	1,558	–	–	0.03%	178
2024 Q2	$232K	Hold	1,558	–	–	0.03%	187
2024 Q1	$249K	Hold	1,558	–	–	0.03%	188
2023 Q4	$207K	Buy	+1,558	New	+$191K	0.03%	193
2021 Q3	–	Sell	-858	Closed	-$92K	–	190
2021 Q2	$92K	Buy	+858	New	+$99.7K	0.02%	172
2018 Q4	–	Sell	-898	Closed	-$74K	–	188
2018 Q3	$74K	Hold	898	–	–	0.02%	160
2018 Q2	$67K	Hold	898	–	–	0.02%	163
2018 Q1	$64K	Sell	898 -60	-6%	-$4.22K	0.02%	165
2017 Q4	$63K	Hold	958	–	–	0.02%	162
2017 Q3	$62K	Hold	958	–	–	0.02%	164
2017 Q2	$59K	Hold	958	–	–	0.02%	170
2017 Q1	$55K	Hold	958	–	–	0.02%	174
2016 Q4	$51K	Hold	958	–	–	0.02%	180
2016 Q3	$48K	Hold	958	–	–	0.02%	171
2016 Q2	$52K	Sell	958 -30	-3%	-$1.54K	0.02%	166
2016 Q1	$51K	Sell	988 -50	-5%	-$2.37K	0.02%	168
2015 Q4	$47K	Hold	1,038	–	–	0.02%	179
2015 Q3	$45K	Sell	1,038 -50	-5%	-$2.16K	0.02%	182
2015 Q2	$45K	Hold	1,088	–	–	0.01%	181
2015 Q1	$43K	Hold	1,088	–	–	0.01%	182
2014 Q4	$39K	Buy	+1,088	New	+$37.2K	0.01%	193

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Isthmus Partners's FISV Position: Q3 2025 in Review

Isthmus Partners sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,408 shares — an estimated $243K sold.

Isthmus Partners first reported a position in FISV in Q4 2014 and held it in 24 quarters. The position peaked at $344K in Q1 2025. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

Isthmus Partners reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
Isthmus Partners sold 1,408 Fiserv Inc shares in Q3 2025, an estimated $243K.
Isthmus Partners first reported a position in Fiserv Inc in Q4 2014 and held it in 24 quarters.
Isthmus Partners's Fiserv Inc position peaked at $344K in Q1 2025.
1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Isthmus Partners's 13F filing for Q3 2025, filed 10 Nov 2025.