TCPG
FISV

Trivant Custom Portfolio Group’s Fiserv Inc FISV Stock Holding History

Trivant Custom Portfolio 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
-5,552
Closed -$957K – 84
2025
Q2 		$957K Buy
5,552
+389
+8% +$70.5K 0.53% 58
2025
Q1 		$1.14M Buy
5,163
+93
+2% +$20.4K 0.66% 43
2024
Q4 		$1.04M Buy
5,070
+103
+2% +$21K 0.61% 40
2024
Q3 		$892K Buy
+4,967
New +$819K 0.51% 47

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

Trivant Custom Portfolio Group's FISV Position: Q3 2025 in Review

Trivant Custom Portfolio Group sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 5,552 shares — an estimated $957K sold.

Trivant Custom Portfolio Group first reported a position in FISV in Q3 2024 and held it in 4 quarters. The position peaked at $1.14M in Q1 2025. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Trivant Custom Portfolio Group reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 5,552 Fiserv Inc shares in Q3 2025, an estimated $957K.
  • Trivant Custom Portfolio Group first reported a position in Fiserv Inc in Q3 2024 and held it in 4 quarters.
  • Trivant Custom Portfolio Group's Fiserv Inc position peaked at $1.14M in Q1 2025.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q3 2025, filed 5 Nov 2025.