West Branch Capital’s Fiserv Inc FISV Stock Holding History

West Branch 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 Q2	–	Sell	-120	Closed	-$26.5K	–	493
2025 Q1	$26.5K	Sell	120 -16	-12%	-$3.5K	0.01%	196
2024 Q4	$27.9K	Buy	136 +16	+13%	+$3.27K	0.01%	194
2024 Q3	$21.6K	Hold	120	–	–	0.01%	218
2024 Q2	$17.9K	Hold	120	–	–	0.01%	229
2024 Q1	$19.2K	Hold	120	–	–	0.01%	230
2023 Q4	$15.9K	Hold	120	–	–	0.01%	244
2023 Q3	$13.6K	Hold	120	–	–	0.01%	254
2023 Q2	$15.1K	Hold	120	–	–	0.01%	249
2023 Q1	$13.6K	Sell	120 -197	-62%	-$21.7K	0.01%	261
2022 Q4	$32K	Sell	317 -413	-57%	-$41.1K	0.02%	192
2022 Q3	$68K	Hold	730	–	–	0.04%	145
2022 Q2	$65K	Hold	730	–	–	0.04%	158
2022 Q1	$74K	Sell	730 -40	-5%	-$4.05K	0.04%	158
2021 Q4	$80K	Hold	770	–	–	0.03%	163
2021 Q3	$84K	Sell	770 -40	-5%	-$4.47K	0.04%	149
2021 Q2	$87K	Buy	+810	New	+$94.2K	0.04%	150

Other funds holding FISV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

West Branch Capital's FISV Position: Q2 2025 in Review

West Branch Capital sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 120 shares — an estimated $26.5K sold.

West Branch Capital first reported a position in FISV in Q2 2021 and held it in 16 quarters. The position peaked at $87K in Q2 2021. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

West Branch Capital reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
West Branch Capital sold 120 Fiserv Inc shares in Q2 2025, an estimated $26.5K.
West Branch Capital first reported a position in Fiserv Inc in Q2 2021 and held it in 16 quarters.
West Branch Capital's Fiserv Inc position peaked at $87K in Q2 2021.
1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.