AAFMAA Wealth Management & Trust’s Fiserv Inc FISV Stock Holding History

AAFMAA Wealth Management & Trust’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 Q4	–	Sell	-6,920	Closed	-$892K	–	90
2025 Q3	$892K	Buy	6,920 +435	+7%	+$62.3K	0.35%	74
2025 Q2	$1.12M	Sell	6,485 -729	-10%	-$132K	0.46%	67
2025 Q1	$1.59M	Buy	7,214 +573	+9%	+$125K	0.72%	45
2024 Q4	$1.36M	Sell	6,641 -1,383	-17%	-$282K	0.6%	46
2024 Q3	$1.44M	Buy	8,024 +389	+5%	+$64.2K	0.64%	49
2024 Q2	$1.14M	Buy	+7,635	New	+$1.16M	0.56%	59
2021 Q2	–	Sell	-25,446	Closed	-$3.03M	–	66
2021 Q1	$3.03M	Sell	25,446 -18,304	-42%	-$2.1M	1.46%	30
2020 Q4	$4.98M	Buy	+43,750	New	+$4.71M	2.41%	15

Other funds holding FISV

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

AAFMAA Wealth Management & Trust's FISV Position: Q4 2025 in Review

AAFMAA Wealth Management & Trust sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 6,920 shares — an estimated $892K sold.

AAFMAA Wealth Management & Trust first reported a position in FISV in Q4 2020 and held it in 8 quarters. The position peaked at $4.98M in Q4 2020. 1,394 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

AAFMAA Wealth Management & Trust reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
AAFMAA Wealth Management & Trust sold 6,920 Fiserv Inc shares in Q4 2025, an estimated $892K.
AAFMAA Wealth Management & Trust first reported a position in Fiserv Inc in Q4 2020 and held it in 8 quarters.
AAFMAA Wealth Management & Trust's Fiserv Inc position peaked at $4.98M in Q4 2020.
1,394 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.