WC
FISV

Waterloo Capital’s Fiserv Inc FISV Stock Holding History

Waterloo Capital’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
-1,177
Closed -$203K – 470
2025
Q2 		$203K Sell
1,177
-65
-5% -$11.8K 0.02% 445
2025
Q1 		$274K Sell
1,242
-1,562
-56% -$342K 0.03% 332
2024
Q4 		$576K Sell
2,804
-54
-2% -$11K 0.06% 213
2024
Q3 		$513K Buy
2,858
+313
+12% +$51.6K 0.06% 231
2024
Q2 		$379K Sell
2,545
-591
-19% -$89.5K 0.05% 261
2024
Q1 		$501K Buy
3,136
+807
+35% +$118K 0.06% 224
2023
Q4 		$309K Buy
+2,329
New +$286K 0.05% 288

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

Waterloo Capital's FISV Position: Q3 2025 in Review

Waterloo Capital sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,177 shares — an estimated $203K sold.

Waterloo Capital first reported a position in FISV in Q4 2023 and held it in 7 quarters. The position peaked at $576K in Q4 2024. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Waterloo Capital reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Waterloo Capital sold 1,177 Fiserv Inc shares in Q3 2025, an estimated $203K.
  • Waterloo Capital first reported a position in Fiserv Inc in Q4 2023 and held it in 7 quarters.
  • Waterloo Capital's Fiserv Inc position peaked at $576K in Q4 2024.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Waterloo Capital's 13F filing for Q3 2025, filed 5 Nov 2025.