TruNorth Capital Management’s Fiserv Inc FISV Stock Holding History

TruNorth Capital Management’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	-806	Closed	-$178K	–	380
2025 Q1	$178K	Buy	+806	New	+$176K	0.04%	108

Other funds holding FISV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TruNorth Capital Management's FISV Position: Q2 2025 in Review

TruNorth Capital Management sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 806 shares — an estimated $178K sold.

TruNorth Capital Management first reported a position in FISV in Q1 2025 and held it in 1 quarter. The position peaked at $178K in Q1 2025. 1,846 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

TruNorth Capital Management reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
TruNorth Capital Management sold 806 Fiserv Inc shares in Q2 2025, an estimated $178K.
TruNorth Capital Management first reported a position in Fiserv Inc in Q1 2025 and held it in 1 quarter.
TruNorth Capital Management's Fiserv Inc position peaked at $178K in Q1 2025.
1,846 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on TruNorth Capital Management's 13F filing for Q2 2025, filed 18 Jul 2025.