Private Capital Advisors’s Fiserv Inc FISV Stock Holding History

Private Capital Advisors’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	-7,250	Closed	-$935K	–	78
2025 Q3	$935K	Sell	7,250 -5,000	-41%	-$717K	0.1%	46
2025 Q2	$2.11M	Hold	12,250	–	–	0.26%	34
2025 Q1	$2.71M	Hold	12,250	–	–	0.32%	31
2024 Q4	$2.52M	Hold	12,250	–	–	0.3%	30
2024 Q3	$2.2M	Hold	12,250	–	–	0.24%	36
2024 Q2	$1.83M	Hold	12,250	–	–	0.2%	38
2024 Q1	$1.96M	Hold	12,250	–	–	0.24%	37
2023 Q4	$1.63M	Hold	12,250	–	–	0.25%	38
2023 Q3	$1.39M	Hold	12,250	–	–	0.21%	39
2023 Q2	$1.54M	Hold	12,250	–	–	0.25%	35
2023 Q1	$1.39M	Hold	12,250	–	–	0.26%	36
2022 Q4	$1.24M	Hold	12,250	–	–	0.21%	35
2022 Q3	$1.15M	Hold	12,250	–	–	0.2%	39
2022 Q2	$1.09M	Hold	12,250	–	–	0.18%	43
2022 Q1	$1.24M	Hold	12,250	–	–	0.18%	53
2021 Q4	$1.27M	Hold	12,250	–	–	0.2%	41
2021 Q3	$1.33M	Hold	12,250	–	–	0.22%	44
2021 Q2	$1.31M	Buy	12,250 +50	+0.4%	+$5.81K	0.22%	44
2021 Q1	$1.45M	Hold	12,200	–	–	0.27%	45
2020 Q4	$1.39M	Hold	12,200	–	–	0.28%	43
2020 Q3	$1.26M	Hold	12,200	–	–	0.29%	44
2020 Q2	$1.19M	Hold	12,200	–	–	0.31%	39
2020 Q1	$1.16M	Hold	12,200	–	–	0.37%	39
2019 Q4	$1.41M	Hold	12,200	–	–	0.35%	42
2019 Q3	$1.26M	Hold	12,200	–	–	0.35%	44
2019 Q2	$1.11M	Hold	12,200	–	–	0.31%	50
2019 Q1	$1.08M	Hold	12,200	–	–	0.33%	48
2018 Q4	$897K	Hold	12,200	–	–	0.32%	48
2018 Q3	$1M	Hold	12,200	–	–	0.28%	55
2018 Q2	$904K	Hold	12,200	–	–	0.28%	52
2018 Q1	$870K	Hold	12,200	–	–	0.29%	52
2017 Q4	$800K	Hold	12,200	–	–	0.28%	59
2017 Q3	$787K	Hold	12,200	–	–	0.27%	62
2017 Q2	$746K	Hold	12,200	–	–	0.24%	77
2017 Q1	$703K	Hold	12,200	–	–	0.23%	78
2016 Q4	$648K	Hold	12,200	–	–	0.22%	77
2016 Q3	$607K	Hold	12,200	–	–	0.22%	75
2016 Q2	$663K	Hold	12,200	–	–	0.25%	71
2016 Q1	$626K	Hold	12,200	–	–	0.28%	72
2015 Q4	$558K	Hold	12,200	–	–	0.24%	76
2015 Q3	$528K	Hold	12,200	–	–	0.22%	85
2015 Q2	$505K	Hold	12,200	–	–	0.16%	102
2015 Q1	$484K	Hold	12,200	–	–	0.18%	90
2014 Q4	$433K	Hold	12,200	–	–	0.16%	88
2014 Q3	$394K	Hold	12,200	–	–	0.13%	99
2014 Q2	$368K	Hold	12,200	–	–	0.12%	94
2014 Q1	$346K	Hold	12,200	–	–	0.13%	86
2013 Q4	$360K	Hold	12,200	–	–	0.12%	89
2013 Q3	$308K	Hold	12,200	–	–	0.11%	96
2013 Q2	$267K	Buy	+12,200	New	+$268K	0.1%	100

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

Private Capital Advisors's FISV Position: Q4 2025 in Review

Private Capital Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 7,250 shares — an estimated $935K sold.

Private Capital Advisors first reported a position in FISV in Q2 2013 and held it in 50 quarters. The position peaked at $2.71M in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Private Capital Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Private Capital Advisors sold 7,250 Fiserv Inc shares in Q4 2025, an estimated $935K.
Private Capital Advisors first reported a position in Fiserv Inc in Q2 2013 and held it in 50 quarters.
Private Capital Advisors's Fiserv Inc position peaked at $2.71M in Q1 2025.
1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Private Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.