MCM
FISV

Monument Capital Management’s Fiserv Inc FISV Stock Holding History

Monument 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
Q3 		– Sell
-1,241
Closed -$214K – 240
2025
Q2 		$214K Hold
1,241
– – 0.06% 207
2025
Q1 		$274K Hold
1,241
– – 0.08% 157
2024
Q4 		$255K Hold
1,241
– – 0.07% 168
2024
Q3 		$223K Buy
+1,241
New +$205K 0.06% 179
2020
Q3 		– Sell
-23,822
Closed -$2.33M – 96
2020
Q2 		$2.33M Sell
23,822
-1,942
-8% -$196K 1.37% 27
2020
Q1 		$2.45M Sell
25,764
-611
-2% -$67.9K 1.76% 16
2019
Q4 		$3.05M Sell
26,375
-851
-3% -$94K 1.56% 13
2019
Q3 		$2.82M Sell
27,226
-964
-3% -$98.4K 1.53% 16
2019
Q2 		$2.61M Sell
28,190
-2,119
-7% -$186K 1.41% 23
2019
Q1 		$2.68M Sell
30,309
-2,064
-6% -$170K 1.52% 16
2018
Q4 		$2.38M Buy
32,373
+200
+0.6% +$15.5K 1.49% 19
2018
Q3 		$2.65M Buy
32,173
+2,675
+9% +$210K 1.49% 14
2018
Q2 		$2.19M Sell
29,498
-3,656
-11% -$265K 1.52% 15
2018
Q1 		$2.34M Buy
33,154
+1,418
+4% +$99.7K 1.6% 14
2017
Q4 		$2.08M Buy
+31,736
New +$2.05M 1.47% 23

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Monument Capital Management's FISV Position: Q3 2025 in Review

Monument Capital Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,241 shares — an estimated $214K sold.

Monument Capital Management first reported a position in FISV in Q4 2017 and held it in 15 quarters. The position peaked at $3.05M in Q4 2019. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Monument Capital Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Monument Capital Management sold 1,241 Fiserv Inc shares in Q3 2025, an estimated $214K.
  • Monument Capital Management first reported a position in Fiserv Inc in Q4 2017 and held it in 15 quarters.
  • Monument Capital Management's Fiserv Inc position peaked at $3.05M in Q4 2019.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Monument Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.