NCFG
FISV

New Century Financial Group’s Fiserv Inc FISV Stock Holding History

New Century Financial Group’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
2024
Q4 		– Sell
-1,463
Closed -$263K – 301
2024
Q3 		$263K Sell
1,463
-259
-15% -$42.7K 0.1% 257
2024
Q2 		$257K Buy
+1,722
New +$261K 0.11% 225

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

New Century Financial Group's FISV Position: Q4 2024 in Review

New Century Financial Group sold out of Fiserv Inc (FISV) in Q4 2024, closing a stake of 1,463 shares — an estimated $263K sold.

New Century Financial Group first reported a position in FISV in Q2 2024 and held it in 2 quarters. The position peaked at $263K in Q3 2024. 1,900 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • New Century Financial Group reported no remaining Fiserv Inc position as of Q4 2024 after selling out during the quarter.
  • New Century Financial Group sold 1,463 Fiserv Inc shares in Q4 2024, an estimated $263K.
  • New Century Financial Group first reported a position in Fiserv Inc in Q2 2024 and held it in 2 quarters.
  • New Century Financial Group's Fiserv Inc position peaked at $263K in Q3 2024.
  • 1,900 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on New Century Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.