Lodestar Private Asset Management’s Fiserv Inc FISV Stock Holding History

Lodestar Private Asset Management’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	-1,830	Closed	-$316K	–	227
2025 Q2	$316K	Hold	1,830	–	–	0.04%	182
2025 Q1	$404K	Hold	1,830	–	–	0.05%	154
2024 Q4	$376K	Hold	1,830	–	–	0.05%	158
2024 Q3	$329K	Hold	1,830	–	–	0.04%	167
2024 Q2	$273K	Hold	1,830	–	–	0.04%	185
2024 Q1	$292K	Hold	1,830	–	–	0.04%	175
2023 Q4	$243K	Hold	1,830	–	–	0.04%	186
2023 Q3	$207K	Hold	1,830	–	–	0.04%	189
2023 Q2	$231K	Hold	1,830	–	–	0.04%	184
2023 Q1	$207K	Buy	+1,830	New	+$201K	0.04%	186

Other funds holding FISV

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Lodestar Private Asset Management's FISV Position: Q3 2025 in Review

Lodestar Private Asset Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,830 shares — an estimated $316K sold.

Lodestar Private Asset Management first reported a position in FISV in Q1 2023 and held it in 10 quarters. The position peaked at $404K in Q1 2025. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

Lodestar Private Asset Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
Lodestar Private Asset Management sold 1,830 Fiserv Inc shares in Q3 2025, an estimated $316K.
Lodestar Private Asset Management first reported a position in Fiserv Inc in Q1 2023 and held it in 10 quarters.
Lodestar Private Asset Management's Fiserv Inc position peaked at $404K in Q1 2025.
1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Lodestar Private Asset Management's 13F filing for Q3 2025, filed 28 Oct 2025.