AFWM
FISV

AMJ Financial Wealth Management’s Fiserv Inc FISV Stock Holding History

AMJ Financial 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 		– Sell
-34,655
Closed -$5.97M – 91
2025
Q2 		$5.97M Sell
34,655
-11,146
-24% -$2.02M 1.49% 32
2025
Q1 		$10.1M Sell
45,801
-292
-0.6% -$63.9K 2.99% 10
2024
Q4 		$9.47M Sell
46,093
-3,129
-6% -$639K 2.62% 17
2024
Q3 		$8.84M Buy
49,222
+275
+0.6% +$45.4K 2.53% 17
2024
Q2 		$7.3M Buy
48,947
+12,511
+34% +$1.89M 2.26% 24
2024
Q1 		$5.82M Buy
36,436
+13,773
+61% +$2.01M 1.94% 25
2023
Q4 		$3.01M Buy
+22,663
New +$2.78M 1.27% 31
2021
Q3 		– Sell
-32,216
Closed -$3.44M – 94
2021
Q2 		$3.44M Sell
32,216
-10,216
-24% -$1.19M 1.5% 29
2021
Q1 		$5.05M Buy
+42,432
New +$4.87M 2.44% 16
2020
Q1 		– Sell
-35,334
Closed -$4.09M – 40
2019
Q4 		$4.09M Buy
+35,334
New +$3.9M 2.87% 10

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

AMJ Financial Wealth Management's FISV Position: Q3 2025 in Review

AMJ Financial Wealth Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 34,655 shares — an estimated $5.97M sold.

AMJ Financial Wealth Management first reported a position in FISV in Q4 2019 and held it in 10 quarters. The position peaked at $10.1M in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • AMJ Financial Wealth Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 34,655 Fiserv Inc shares in Q3 2025, an estimated $5.97M.
  • AMJ Financial Wealth Management first reported a position in Fiserv Inc in Q4 2019 and held it in 10 quarters.
  • AMJ Financial Wealth Management's Fiserv Inc position peaked at $10.1M in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.