Spurstone Advisory Services’s Fiserv Inc FISV Stock Holding History

Spurstone Advisory Services’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	-60	Closed	-$10.3K	–	129
2025 Q2	$10.3K	Buy	+60	New	+$10.9K	0.16%	69

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

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

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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spurstone Advisory Services's FISV Position: Q3 2025 in Review

Spurstone Advisory Services sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 60 shares — an estimated $10.3K sold.

Spurstone Advisory Services first reported a position in FISV in Q2 2025 and held it in 1 quarter. The position peaked at $10.3K in Q2 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

Spurstone Advisory Services reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
Spurstone Advisory Services sold 60 Fiserv Inc shares in Q3 2025, an estimated $10.3K.
Spurstone Advisory Services first reported a position in Fiserv Inc in Q2 2025 and held it in 1 quarter.
Spurstone Advisory Services's Fiserv Inc position peaked at $10.3K in Q2 2025.
1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Spurstone Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.