BWG
FISV

Berry Wealth Group’s Fiserv Inc FISV Stock Holding History

Berry Wealth Group’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
-2,308
Closed -$398K – 57
2025
Q2 		$398K Sell
2,308
-23
-1% -$4.17K 0.28% 49
2025
Q1 		$515K Buy
2,331
+127
+6% +$27.8K 0.4% 41
2024
Q4 		$453K Buy
2,204
+110
+5% +$22.5K 0.33% 43
2024
Q3 		$376K Sell
2,094
-15
-0.7% -$2.47K 0.27% 49
2024
Q2 		$314K Buy
2,109
+279
+15% +$42.2K 0.25% 50
2024
Q1 		$292K Sell
1,830
-822
-31% -$120K 0.24% 51
2023
Q4 		$352K Buy
+2,652
New +$325K 0.32% 46

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

Berry Wealth Group's FISV Position: Q3 2025 in Review

Berry Wealth Group sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 2,308 shares — an estimated $398K sold.

Berry Wealth Group first reported a position in FISV in Q4 2023 and held it in 7 quarters. The position peaked at $515K in Q1 2025. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Berry Wealth Group reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 2,308 Fiserv Inc shares in Q3 2025, an estimated $398K.
  • Berry Wealth Group first reported a position in Fiserv Inc in Q4 2023 and held it in 7 quarters.
  • Berry Wealth Group's Fiserv Inc position peaked at $515K in Q1 2025.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.