WCA
FISV

Waratah Capital Advisors’s Fiserv Inc FISV Stock Holding History

Waratah Capital 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
2026
Q1 		– Sell
-43,300
Closed -$2.91M – 159
2025
Q4 		$2.91M Buy
+43,300
New +$3.62M 0.1% 119
2021
Q4 		– Sell
-73,600
Closed -$10.1M – 263
2021
Q3 		$10.1M Sell
73,600
-394,400
-84% -$44.1M 0.15% 79
2021
Q2 		$50M Buy
+468,000
New +$54.4M 0.7% 20

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waratah Capital Advisors's FISV Position: Q2 2025 in Review

Waratah Capital Advisors sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 21,539 shares — an estimated $4.76M sold.

Waratah Capital Advisors first reported a position in FISV in Q3 2019 and held it in 7 quarters. The position peaked at $27M in Q4 2020. 1,843 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Waratah Capital Advisors reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Waratah Capital Advisors sold 21,539 Fiserv Inc shares in Q2 2025, an estimated $4.76M.
  • Waratah Capital Advisors first reported a position in Fiserv Inc in Q3 2019 and held it in 7 quarters.
  • Waratah Capital Advisors's Fiserv Inc position peaked at $27M in Q4 2020.
  • 1,843 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Waratah Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.