PFG
FISV

Putney Financial Group’s Fiserv Inc FISV Stock Holding History

Putney 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
2025
Q3 		– Sell
-798
Closed -$138K – 149
2025
Q2 		$138K Hold
798
– – 0.14% 81
2025
Q1 		$176K Hold
798
– – 0.19% 67
2024
Q4 		$164K Buy
+798
New +$163K 0.15% 78

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

Putney Financial Group's FISV Position: Q3 2025 in Review

Putney Financial Group sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 798 shares — an estimated $138K sold.

Putney Financial Group first reported a position in FISV in Q4 2024 and held it in 3 quarters. The position peaked at $176K in Q1 2025. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Putney Financial Group reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 798 Fiserv Inc shares in Q3 2025, an estimated $138K.
  • Putney Financial Group first reported a position in Fiserv Inc in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Fiserv Inc position peaked at $176K in Q1 2025.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.