RRCM
FISV

Rappaport Reiches Capital Management’s Fiserv Inc FISV Stock Holding History

Rappaport Reiches Capital Management’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
Q1 		$282K Buy
1,275
+48
+4% +$10.5K 0.07% 95
2024
Q4 		$252K Hold
1,227
– – 0.07% 87
2024
Q3 		$220K Buy
+1,227
New +$202K 0.06% 102
2024
Q2 		– Sell
-1,605
Closed -$257K – 105
2024
Q1 		$257K Buy
+1,605
New +$234K 0.08% 88

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rappaport Reiches Capital Management's FISV Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its Fiserv Inc (FISV) stake by 3.9% in Q1 2025, buying an estimated $10.5K and bringing the position to 1,275 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #95.

Rappaport Reiches Capital Management first reported a position in FISV in Q1 2024 and has held it in 4 quarters since. 1,933 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Rappaport Reiches Capital Management held 1,275 shares of Fiserv Inc worth $282K as of Q1 2025.
  • Rappaport Reiches Capital Management bought 48 Fiserv Inc shares in Q1 2025, an estimated $10.5K.
  • Fiserv Inc made up 0.07% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #95 holding.
  • Rappaport Reiches Capital Management first reported a position in Fiserv Inc in Q1 2024 and has held it in 4 quarters since.
  • 1,933 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.