Proficio Capital Partners’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,382
| Closed | -$583K | – | 298 |
|
|
2025
Q2 | $583K | Buy |
3,382
+870
| +35% | +$158K | 0.04% | 223 |
|
|
2025
Q1 | $555K | Buy |
2,512
+151
| +6% | +$33.1K | 0.04% | 197 |
|
|
2024
Q4 | $485K | Buy |
2,361
+775
| +49% | +$158K | 0.04% | 196 |
|
|
2024
Q3 | $285K | Sell |
1,586
-599
| -27% | -$98.8K | 0.03% | 222 |
|
|
2024
Q2 | $326K | Sell |
2,185
-49
| -2% | -$7.42K | 0.03% | 236 |
|
|
2024
Q1 | $357K | Buy |
2,234
+175
| +8% | +$25.5K | 0.04% | 215 |
|
|
2023
Q4 | $274K | Buy |
2,059
+47
| +2% | +$5.77K | 0.03% | 243 |
|
|
2023
Q3 | $227K | Buy |
2,012
+62
| +3% | +$7.63K | 0.03% | 266 |
|
|
2023
Q2 | $246K | Buy |
1,950
+94
| +5% | +$11.1K | 0.03% | 248 |
|
|
2023
Q1 | $210K | Sell |
1,856
-209
| -10% | -$23K | 0.03% | 269 |
|
|
2022
Q4 | $209K | Buy |
+2,065
| New | +$206K | 0.04% | 262 |
|
|
2022
Q1 | – | Sell |
-2,441
| Closed | -$253K | – | 302 |
|
|
2021
Q4 | $253K | Buy |
2,441
+52
| +2% | +$5.38K | 0.04% | 249 |
|
|
2021
Q3 | $259K | Sell |
2,389
-35
| -1% | -$3.91K | 0.03% | 237 |
|
|
2021
Q2 | $259K | Sell |
2,424
-74
| -3% | -$8.6K | 0.03% | 235 |
|
|
2021
Q1 | $297K | Buy |
2,498
+148
| +6% | +$17K | 0.04% | 193 |
|
|
2020
Q4 | $268K | Sell |
2,350
-333
| -12% | -$35.9K | 0.04% | 152 |
|
|
2020
Q3 | $273K | Buy |
2,683
+129
| +5% | +$12.8K | 0.05% | 138 |
|
|
2020
Q2 | $249K | Sell |
2,554
-4
| -0.2% | -$403 | 0.05% | 141 |
|
|
2020
Q1 | $247K | Buy |
+2,558
| New | +$284K | 0.06% | 128 |
|
|
2019
Q3 | – | Sell |
-597
| Closed | -$54K | – | 628 |
|
|
2019
Q2 | $54K | Buy |
597
+210
| +54% | +$18.4K | 0.02% | 343 |
|
|
2019
Q1 | $34K | Buy |
387
+200
| +107% | +$16.5K | 0.01% | 470 |
|
|
2018
Q4 | $14K | Hold |
187
| – | – | 0.01% | 644 |
|
|
2018
Q3 | $15K | Sell |
187
-7
| -4% | -$549 | ﹤0.01% | 688 |
|
|
2018
Q2 | $14K | Hold |
194
| – | – | 0.01% | 710 |
|
|
2018
Q1 | $14K | Buy |
194
+8
| +4% | +$563 | ﹤0.01% | 700 |
|
|
2017
Q4 | $12K | Buy |
186
+26
| +16% | +$1.68K | ﹤0.01% | 747 |
|
|
2017
Q3 | $10K | Hold |
160
| – | – | ﹤0.01% | 780 |
|
|
2017
Q2 | $10K | Sell |
160
-128
| -44% | -$7.74K | ﹤0.01% | 789 |
|
|
2017
Q1 | $18K | Buy |
288
+204
| +243% | +$11.5K | 0.01% | 645 |
|
|
2016
Q4 | $4K | Hold |
84
| – | – | ﹤0.01% | 786 |
|
|
2016
Q3 | $4K | Sell |
84
-78
| -48% | -$4.09K | ﹤0.01% | 749 |
|
|
2016
Q2 | $9K | Buy |
162
+92
| +131% | +$4.74K | 0.01% | 582 |
|
|
2016
Q1 | $4K | Sell |
70
-24
| -26% | -$1.14K | ﹤0.01% | 561 |
|
|
2015
Q4 | $4K | Buy |
+94
| New | +$4.41K | ﹤0.01% | 468 |
|
Other funds holding FISV
Proficio Capital Partners's FISV Position: Q3 2025 in Review
Proficio Capital Partners sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 3,382 shares — an estimated $583K sold.
Proficio Capital Partners first reported a position in FISV in Q4 2015 and held it in 34 quarters. The position peaked at $583K in Q2 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.
- Proficio Capital Partners reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
- Proficio Capital Partners sold 3,382 Fiserv Inc shares in Q3 2025, an estimated $583K.
- Proficio Capital Partners first reported a position in Fiserv Inc in Q4 2015 and held it in 34 quarters.
- Proficio Capital Partners's Fiserv Inc position peaked at $583K in Q2 2025.
- 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.
Based on Proficio Capital Partners's 13F filing for Q3 2025, filed 12 Nov 2025.