WCF
FISV

West Coast Financial’s Fiserv Inc FISV Stock Holding History

West Coast Financial’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
-2,292
Closed -$506K – 48
2025
Q1 		$506K Hold
2,292
– – 0.06% 102
2024
Q4 		$471K Hold
2,292
– – 0.05% 109
2024
Q3 		$412K Hold
2,292
– – 0.05% 119
2024
Q2 		$342K Hold
2,292
– – 0.04% 122
2024
Q1 		$366K Hold
2,292
– – 0.04% 118
2023
Q4 		$304K Hold
2,292
– – 0.04% 128
2023
Q3 		$259K Hold
2,292
– – 0.04% 127
2023
Q2 		$289K Sell
2,292
-71
-3% -$8.36K 0.04% 126
2023
Q1 		$267K Hold
2,363
– – 0.04% 123
2022
Q4 		$239K Hold
2,363
– – 0.04% 119
2022
Q3 		$221K Buy
+2,363
New +$241K 0.04% 111

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 $733B AUM 35.63% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

West Coast Financial's FISV Position: Q2 2025 in Review

West Coast Financial sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 2,292 shares — an estimated $506K sold.

West Coast Financial first reported a position in FISV in Q3 2022 and held it in 11 quarters. The position peaked at $506K in Q1 2025. 1,846 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • West Coast Financial reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 2,292 Fiserv Inc shares in Q2 2025, an estimated $506K.
  • West Coast Financial first reported a position in Fiserv Inc in Q3 2022 and held it in 11 quarters.
  • West Coast Financial's Fiserv Inc position peaked at $506K in Q1 2025.
  • 1,846 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.