North Capital’s Fiserv Inc FISV Stock Holding History

North 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 Q4	–	Sell	-533	Closed	-$68.7K	–	314
2025 Q3	$68.7K	Buy	533 +1	+0.2%	+$143	0.05%	183
2025 Q2	$91.7K	Sell	532 -89	-14%	-$16.1K	0.08%	147
2025 Q1	$137K	Buy	+621	New	+$136K	0.13%	104

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

North Capital's FISV Position: Q4 2025 in Review

North Capital sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 533 shares — an estimated $68.7K sold.

North Capital first reported a position in FISV in Q1 2025 and held it in 3 quarters. The position peaked at $137K in Q1 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

North Capital reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
North Capital sold 533 Fiserv Inc shares in Q4 2025, an estimated $68.7K.
North Capital first reported a position in Fiserv Inc in Q1 2025 and held it in 3 quarters.
North Capital's Fiserv Inc position peaked at $137K in Q1 2025.
1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.