AWA
FISV

Arete Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Arete Wealth Advisors’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
-2,489
Closed -$321K – 493
2025
Q3 		$321K Sell
2,489
-2,704
-52% -$387K 0.02% 572
2025
Q2 		$895K Buy
5,193
+3,405
+190% +$617K 0.06% 272
2025
Q1 		$395K Sell
1,788
-93
-5% -$20.4K 0.03% 454
2024
Q4 		$387K Buy
1,881
+261
+16% +$53.3K 0.03% 486
2024
Q3 		$291K Sell
1,620
-1,079
-40% -$178K 0.02% 531
2024
Q2 		$402K Buy
+2,699
New +$409K 0.03% 441
2024
Q1 		– Sell
-2,215
Closed -$294K – 489
2023
Q4 		$294K Sell
2,215
-27
-1% -$3.31K 0.02% 556
2023
Q3 		$253K Buy
2,242
+221
+11% +$27.2K 0.04% 384
2023
Q2 		$255K Sell
2,021
-1,009
-33% -$119K 0.02% 534
2023
Q1 		$342K Sell
3,030
-106
-3% -$11.7K 0.03% 437
2022
Q4 		$317M Buy
3,136
+15
+0.5% +$1.49K 0.03% 443
2022
Q3 		$292K Buy
3,121
+591
+23% +$60.2K 0.03% 408
2022
Q2 		$225K Buy
2,530
+84
+3% +$8.15K 0.02% 402
2022
Q1 		$248K Sell
2,446
-89
-4% -$9.01K 0.02% 428
2021
Q4 		$272K Buy
2,535
+98
+4% +$10.1K 0.02% 401
2021
Q3 		$264K Sell
2,437
-55
-2% -$6.14K 0.03% 349
2021
Q2 		$244K Sell
2,492
-291
-10% -$33.8K 0.03% 294
2021
Q1 		$331K Buy
2,783
+40
+1% +$4.59K 0.04% 304
2020
Q4 		$311K Buy
+2,743
New +$296K 0.04% 304
2020
Q3 		– Sell
-2,572
Closed -$251K – 392
2020
Q2 		$251K Sell
2,572
-24
-0.9% -$2.42K 0.04% 316
2020
Q1 		$247K Buy
2,596
+25
+1% +$2.78K 0.05% 278
2019
Q4 		$297K Buy
2,571
+126
+5% +$13.9K 0.05% 299
2019
Q3 		$253K Buy
2,445
+133
+6% +$13.6K 0.05% 325
2019
Q2 		$211K Hold
2,312
– – 0.04% 360
2019
Q1 		$204K Buy
+2,312
New +$191K 0.04% 359

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Arete Wealth Advisors's FISV Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,489 shares — an estimated $321K sold.

Arete Wealth Advisors first reported a position in FISV in Q1 2019 and held it in 25 quarters. The position peaked at $317M in Q4 2022. 1,397 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,489 Fiserv Inc shares in Q4 2025, an estimated $321K.
  • Arete Wealth Advisors first reported a position in Fiserv Inc in Q1 2019 and held it in 25 quarters.
  • Arete Wealth Advisors's Fiserv Inc position peaked at $317M in Q4 2022.
  • 1,397 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.