RCP
FISV

Rothschild Capital Partners’s Fiserv Inc FISV Stock Holding History

Rothschild Capital Partners’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
-1,540
Closed -$266K – 98
2025
Q2 		$266K Hold
1,540
– – 0.07% 74
2025
Q1 		$340K Hold
1,540
– – 0.09% 59
2024
Q4 		$316K Buy
+1,540
New +$314K 0.08% 66

Other funds holding FISV

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Rothschild Capital Partners's FISV Position: Q3 2025 in Review

Rothschild Capital Partners sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,540 shares — an estimated $266K sold.

Rothschild Capital Partners first reported a position in FISV in Q4 2024 and held it in 3 quarters. The position peaked at $340K in Q1 2025. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Rothschild Capital Partners reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Rothschild Capital Partners sold 1,540 Fiserv Inc shares in Q3 2025, an estimated $266K.
  • Rothschild Capital Partners first reported a position in Fiserv Inc in Q4 2024 and held it in 3 quarters.
  • Rothschild Capital Partners's Fiserv Inc position peaked at $340K in Q1 2025.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Rothschild Capital Partners's 13F filing for Q3 2025, filed 6 Nov 2025.