MCM
FISV

Mill Capital Management’s Fiserv Inc FISV Stock Holding History

Mill Capital 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
Q4 		– Sell
-151,351
Closed -$19.5M – 131
2025
Q3 		$19.5M Buy
151,351
+15,358
+11% +$2.2M 1.45% 23
2025
Q2 		$23.4M Buy
135,993
+281
+0.2% +$51K 1.84% 17
2025
Q1 		$30M Sell
135,712
-145
-0.1% -$31.7K 2.4% 14
2024
Q4 		$27.9M Sell
135,857
-344
-0.3% -$70.2K 2.21% 15
2024
Q3 		$24.5M Buy
136,201
+73
+0.1% +$12K 1.91% 17
2024
Q2 		$20.3M Buy
136,128
+1,135
+0.8% +$172K 1.68% 21
2024
Q1 		$21.6M Sell
134,993
-422
-0.3% -$61.5K 1.8% 19
2023
Q4 		$18M Buy
135,415
+12
+0% +$1.47K 1.61% 20
2023
Q3 		$15.3M Buy
135,403
+141
+0.1% +$17.4K 1.5% 22
2023
Q2 		$17.1M Buy
135,262
+1,715
+1% +$202K 1.6% 21
2023
Q1 		$15.1M Sell
133,547
-472
-0.4% -$51.9K 1.53% 21
2022
Q4 		$13.5M Buy
134,019
+2,275
+2% +$227K 1.49% 21
2022
Q3 		$12.3M Buy
131,744
+5,224
+4% +$532K 1.44% 22
2022
Q2 		$11.3M Buy
126,520
+16,742
+15% +$1.62M 1.25% 26
2022
Q1 		$11.1M Buy
109,778
+18,250
+20% +$1.85M 1.06% 30
2021
Q4 		$9.5M Buy
+91,528
New +$9.46M 0.97% 31

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Mill Capital Management's FISV Position: Q4 2025 in Review

Mill Capital Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 151,351 shares — an estimated $19.5M sold.

Mill Capital Management first reported a position in FISV in Q4 2021 and held it in 16 quarters. The position peaked at $30M in Q1 2025. 1,400 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Mill Capital Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Mill Capital Management sold 151,351 Fiserv Inc shares in Q4 2025, an estimated $19.5M.
  • Mill Capital Management first reported a position in Fiserv Inc in Q4 2021 and held it in 16 quarters.
  • Mill Capital Management's Fiserv Inc position peaked at $30M in Q1 2025.
  • 1,400 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Mill Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.