TNA
FISV

True North Advisors’s Fiserv Inc FISV Stock Holding History

True North Advisors’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
Q2 		– Sell
-7,633
Closed -$1.69M – 241
2025
Q1 		$1.69M Sell
7,633
-1
-0% -$219 0.3% 74
2024
Q4 		$1.57M Buy
7,634
+75
+1% +$15.3K 0.37% 48
2024
Q3 		$1.36M Buy
7,559
+1
+0% +$165 0.36% 47
2024
Q2 		$1.13M Sell
7,558
-5
-0.1% -$757 0.3% 54
2024
Q1 		$1.21M Buy
7,563
+5
+0.1% +$728 0.33% 53
2023
Q4 		$1M Sell
7,558
-7,500
-50% -$920K 0.26% 58
2023
Q3 		$1.7M Sell
15,058
-7,500
-33% -$924K 0.52% 37
2023
Q2 		$2.85M Buy
22,558
+52
+0.2% +$6.12K 0.81% 20
2023
Q1 		$2.54M Hold
22,506
– – 0.75% 27
2022
Q4 		$2.27M Buy
22,506
+4
+0% +$398 0.78% 29
2022
Q3 		$2.1M Buy
22,502
+2
+0% +$204 0.69% 36
2022
Q2 		$2M Hold
22,500
– – 0.62% 40
2022
Q1 		$2.28M Sell
22,500
-5
-0% -$506 0.61% 38
2021
Q4 		$2.33M Buy
22,505
+15,005
+200% +$1.55M 0.39% 60
2021
Q3 		$813K Hold
7,500
– – 0.16% 117
2021
Q2 		$801K Buy
+7,500
New +$872K 0.17% 110
2020
Q3 		– Sell
-5,000
Closed -$488K – 194
2020
Q2 		$488K Hold
5,000
– – 0.12% 120
2020
Q1 		$474K Buy
+5,000
New +$555K 0.16% 74

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

True North Advisors's FISV Position: Q2 2025 in Review

True North Advisors sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 7,633 shares — an estimated $1.69M sold.

True North Advisors first reported a position in FISV in Q1 2020 and held it in 18 quarters. The position peaked at $2.85M in Q2 2023. 1,846 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • True North Advisors reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • True North Advisors sold 7,633 Fiserv Inc shares in Q2 2025, an estimated $1.69M.
  • True North Advisors first reported a position in Fiserv Inc in Q1 2020 and held it in 18 quarters.
  • True North Advisors's Fiserv Inc position peaked at $2.85M in Q2 2023.
  • 1,846 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on True North Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.