MFWP
FISV

Mosaic Family Wealth Partners’s Fiserv Inc FISV Stock Holding History

Mosaic Family Wealth 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
-1,371
Closed -$236K – 240
2025
Q2 		$236K Hold
1,371
– – 0.03% 205
2025
Q1 		$303K Buy
1,371
+397
+41% +$86.9K 0.04% 172
2024
Q4 		$200K Buy
+974
New +$199K 0.03% 207
2024
Q2 		– Sell
-2,715
Closed -$434K – 200
2024
Q1 		$434K Buy
+2,715
New +$395K 0.07% 128

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

Mosaic Family Wealth Partners's FISV Position: Q3 2025 in Review

Mosaic Family Wealth Partners sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,371 shares — an estimated $236K sold.

Mosaic Family Wealth Partners first reported a position in FISV in Q1 2024 and held it in 4 quarters. The position peaked at $434K in Q1 2024. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Mosaic Family Wealth Partners reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 1,371 Fiserv Inc shares in Q3 2025, an estimated $236K.
  • Mosaic Family Wealth Partners first reported a position in Fiserv Inc in Q1 2024 and held it in 4 quarters.
  • Mosaic Family Wealth Partners's Fiserv Inc position peaked at $434K in Q1 2024.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Mosaic Family Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.