NC
FISV

NewSquare Capital’s Fiserv Inc FISV Stock Holding History

NewSquare Capital’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
-220
Closed -$37.9K – 548
2025
Q2 		$37.9K Sell
220
-33,690
-99% -$6.11M ﹤0.01% 334
2025
Q1 		$7.49M Buy
33,910
+1,019
+3% +$223K 0.61% 43
2024
Q4 		$6.76M Buy
32,891
+1,970
+6% +$402K 0.54% 54
2024
Q3 		$5.55M Buy
+30,921
New +$5.1M 0.44% 77
2024
Q2 		– Sell
-240
Closed -$38.4K – 394
2024
Q1 		$38.4K Hold
240
– – ﹤0.01% 186
2023
Q4 		$31.9K Sell
240
-7
-3% -$859 ﹤0.01% 213
2023
Q3 		$27.9K Sell
247
-15
-6% -$1.85K ﹤0.01% 222
2023
Q2 		$33.1K Hold
262
– – ﹤0.01% 220
2023
Q1 		$29.6K Hold
262
– – ﹤0.01% 228
2022
Q4 		$26.5K Buy
262
+22
+9% +$2.19K ﹤0.01% 206
2022
Q3 		$22K Buy
+240
New +$24.5K ﹤0.01% 210

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

NewSquare Capital's FISV Position: Q3 2025 in Review

NewSquare Capital sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 220 shares — an estimated $37.9K sold.

NewSquare Capital first reported a position in FISV in Q3 2022 and held it in 11 quarters. The position peaked at $7.49M in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • NewSquare Capital reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 220 Fiserv Inc shares in Q3 2025, an estimated $37.9K.
  • NewSquare Capital first reported a position in Fiserv Inc in Q3 2022 and held it in 11 quarters.
  • NewSquare Capital's Fiserv Inc position peaked at $7.49M in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.