JIP
FISV

Jaffetilchin Investment Partners’s Fiserv Inc FISV Stock Holding History

Jaffetilchin Investment 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
-1,194
Closed -$206K – 445
2025
Q2 		$206K Sell
1,194
-205
-15% -$37.2K 0.01% 411
2025
Q1 		$309K Buy
1,399
+5
+0.4% +$1.09K 0.02% 320
2024
Q4 		$286K Sell
1,394
-37
-3% -$7.55K 0.02% 317
2024
Q3 		$257K Sell
1,431
-101
-7% -$16.7K 0.02% 319
2024
Q2 		$228K Buy
1,532
+230
+18% +$34.8K 0.02% 318
2024
Q1 		$208K Buy
+1,302
New +$190K 0.02% 346
2019
Q1 		– Sell
-3,238
Closed -$238K – 296
2018
Q4 		$238K Hold
3,238
– – 0.06% 214
2018
Q3 		$267K Hold
3,238
– – 0.06% 245
2018
Q2 		$240K Sell
3,238
-7,117
-69% -$517K 0.05% 250
2018
Q1 		$738K Buy
10,355
+7,117
+220% +$500K 0.17% 112
2017
Q4 		$212K Hold
3,238
– – 0.07% 217
2017
Q3 		$209K Sell
3,238
-1,276
-28% -$79.3K 0.05% 276
2017
Q2 		$276K Buy
+4,514
New +$273K 0.09% 190
2016
Q4 		– Sell
-7,040
Closed -$350K – 267
2016
Q3 		$350K Sell
7,040
-2,976
-30% -$156K 0.11% 137
2016
Q2 		$545K Buy
10,016
+5,830
+139% +$300K 0.17% 95
2016
Q1 		$215K Sell
4,186
-3,558
-46% -$169K 0.07% 164
2015
Q4 		$354K Sell
7,744
-108
-1% -$5.07K 0.11% 127
2015
Q3 		$340K Buy
+7,852
New +$340K 0.13% 120
2014
Q1 		– Sell
-37,364
Closed -$1.1M – 200
2013
Q4 		$1.1M Buy
+37,364
New +$1.01M 0.54% 37

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jaffetilchin Investment Partners's FISV Position: Q3 2025 in Review

Jaffetilchin Investment Partners sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,194 shares — an estimated $206K sold.

Jaffetilchin Investment Partners first reported a position in FISV in Q4 2013 and held it in 19 quarters. The position peaked at $1.1M in Q4 2013. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Jaffetilchin Investment Partners reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,194 Fiserv Inc shares in Q3 2025, an estimated $206K.
  • Jaffetilchin Investment Partners first reported a position in Fiserv Inc in Q4 2013 and held it in 19 quarters.
  • Jaffetilchin Investment Partners's Fiserv Inc position peaked at $1.1M in Q4 2013.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2025, filed 13 Nov 2025.