BWP
FISV

BSW Wealth Partners’s Fiserv Inc FISV Stock Holding History

BSW Wealth Partners’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
-3,309
Closed -$427K – 334
2025
Q3 		$427K Sell
3,309
-212
-6% -$30.4K 0.05% 198
2025
Q2 		$607K Buy
3,521
+12
+0.3% +$2.18K 0.08% 136
2025
Q1 		$775K Sell
3,509
-228
-6% -$49.9K 0.12% 104
2024
Q4 		$768K Buy
3,737
+354
+10% +$72.3K 0.11% 111
2024
Q3 		$608K Buy
3,383
+314
+10% +$51.8K 0.09% 128
2024
Q2 		$457K Buy
3,069
+248
+9% +$37.5K 0.08% 144
2024
Q1 		$451K Buy
2,821
+76
+3% +$11.1K 0.08% 149
2023
Q4 		$365K Buy
2,745
+178
+7% +$21.8K 0.07% 167
2023
Q3 		$290K Buy
2,567
+565
+28% +$69.6K 0.06% 179
2023
Q2 		$253K Sell
2,002
-43
-2% -$5.06K 0.05% 213
2023
Q1 		$231K Buy
+2,045
New +$225K 0.05% 270
2022
Q4 		– Sell
-2,728
Closed -$255K – 317
2022
Q3 		$255K Buy
2,728
+226
+9% +$23K 0.06% 215
2022
Q2 		$223K Buy
2,502
+233
+10% +$22.6K 0.05% 240
2022
Q1 		$230K Buy
+2,269
New +$230K 0.06% 248
2021
Q4 		– Sell
-2,705
Closed -$293K – 264
2021
Q3 		$293K Buy
+2,705
New +$302K 0.08% 186

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 $416B AUM 44.19% 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

BSW Wealth Partners's FISV Position: Q4 2025 in Review

BSW Wealth Partners sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,309 shares — an estimated $427K sold.

BSW Wealth Partners first reported a position in FISV in Q3 2021 and held it in 15 quarters. The position peaked at $775K in Q1 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • BSW Wealth Partners reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 3,309 Fiserv Inc shares in Q4 2025, an estimated $427K.
  • BSW Wealth Partners first reported a position in Fiserv Inc in Q3 2021 and held it in 15 quarters.
  • BSW Wealth Partners's Fiserv Inc position peaked at $775K in Q1 2025.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on BSW Wealth Partners's 13F filing for Q4 2025, filed 23 Jan 2026.