AllSquare Wealth Management’s Fiserv Inc FISV Stock Holding History

AllSquare Wealth Management’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	$69.6K	Hold	540	–	–	0.04%	202
2025 Q2	$93.1K	Buy	540 +45	+9%	+$8.16K	0.05%	159
2025 Q1	$109K	Sell	495 -60	-11%	-$13.1K	0.06%	143
2024 Q4	$114K	Hold	555	–	–	0.07%	140
2024 Q3	$99.7K	Hold	555	–	–	0.06%	152
2024 Q2	$82.7K	Hold	555	–	–	0.05%	164
2024 Q1	$88.7K	Hold	555	–	–	0.05%	162
2023 Q4	$73.7K	Hold	555	–	–	0.05%	173
2023 Q3	$62.7K	Hold	555	–	–	0.04%	178
2023 Q2	$62.7K	Hold	555	–	–	0.04%	182
2023 Q1	$62.7K	Sell	555 -106	-16%	-$11.7K	0.04%	183
2022 Q4	$66.8K	Buy	661 +170	+35%	+$16.9K	0.05%	173
2022 Q3	$46K	Buy	491 +310	+171%	+$31.6K	0.03%	196
2022 Q2	$16K	Hold	181	–	–	0.01%	309
2022 Q1	$18K	Hold	181	–	–	0.01%	324
2021 Q4	$19K	Hold	181	–	–	0.01%	322
2021 Q3	$20K	Hold	181	–	–	0.01%	305
2021 Q2	$19K	Hold	181	–	–	0.01%	326
2021 Q1	$22K	Hold	181	–	–	0.01%	302
2020 Q4	$21K	Hold	181	–	–	0.01%	275
2020 Q3	$19K	Hold	181	–	–	0.01%	270
2020 Q2	$18K	Hold	181	–	–	0.01%	270
2020 Q1	$17K	Hold	181	–	–	0.01%	254
2019 Q4	$21K	Hold	181	–	–	0.01%	258
2019 Q3	$19K	Buy	+181	New	+$18.5K	0.01%	260
2017 Q1	–	Sell	-138	Closed	-$7K	–	380
2016 Q4	$7K	Buy	+138	New	+$7.09K	0.01%	251

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AllSquare Wealth Management's FISV Position: Q3 2025 in Review

AllSquare Wealth Management held its Fiserv Inc (FISV) position steady in Q3 2025 at 540 shares worth $69.6K. The position accounts for 0.04% of the portfolio, ranked #202.

AllSquare Wealth Management first reported a position in FISV in Q4 2016 and has held it in 26 quarters since. The position peaked at $114K in Q4 2024. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

AllSquare Wealth Management held 540 shares of Fiserv Inc worth $69.6K as of Q3 2025.
AllSquare Wealth Management left its Fiserv Inc share count unchanged in Q3 2025.
Fiserv Inc made up 0.04% of AllSquare Wealth Management's portfolio in Q3 2025, its #202 holding.
AllSquare Wealth Management first reported a position in Fiserv Inc in Q4 2016 and has held it in 26 quarters since.
AllSquare Wealth Management's Fiserv Inc position peaked at $114K in Q4 2024.
1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.