Retireful LLC’s Fiserv Inc FISV Stock Holding History

Retireful LLC’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	–	Sell	-3,467	Closed	-$712K	–	120
2024 Q4	$712K	Buy	+3,467	New	+$708K	0.4%	82
2023 Q2	–	Sell	-6,917	Closed	-$782K	–	89
2023 Q1	$782K	Buy	+6,917	New	+$761K	0.25%	38

Other funds holding FISV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retireful LLC's FISV Position: Q1 2025 in Review

Retireful LLC sold out of Fiserv Inc (FISV) in Q1 2025, closing a stake of 3,467 shares — an estimated $712K sold.

Retireful LLC first reported a position in FISV in Q1 2023 and held it in 2 quarters. The position peaked at $782K in Q1 2023. 1,934 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

Retireful LLC reported no remaining Fiserv Inc position as of Q1 2025 after selling out during the quarter.
Retireful LLC sold 3,467 Fiserv Inc shares in Q1 2025, an estimated $712K.
Retireful LLC first reported a position in Fiserv Inc in Q1 2023 and held it in 2 quarters.
Retireful LLC's Fiserv Inc position peaked at $782K in Q1 2023.
1,934 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Retireful LLC's 13F filing for Q1 2025, filed 10 Apr 2025.