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Burling Wealth Partners’s Fiserv Inc FISV Stock Holding History

Burling 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
-4,569
Closed -$589K – 186
2025
Q3 		$589K Sell
4,569
-1,335
-23% -$191K 0.1% 121
2025
Q2 		$1.02M Sell
5,904
-849
-13% -$154K 0.19% 95
2025
Q1 		$1.49M Sell
6,753
-347
-5% -$76K 0.31% 74
2024
Q4 		$1.46M Buy
+7,100
New +$1.45M 0.3% 79

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 $3.38T AUM 44.17% 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

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

Burling Wealth Partners sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 4,569 shares — an estimated $589K sold.

Burling Wealth Partners first reported a position in FISV in Q4 2024 and held it in 4 quarters. The position peaked at $1.49M in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Burling Wealth Partners reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Burling Wealth Partners sold 4,569 Fiserv Inc shares in Q4 2025, an estimated $589K.
  • Burling Wealth Partners first reported a position in Fiserv Inc in Q4 2024 and held it in 4 quarters.
  • Burling Wealth Partners's Fiserv Inc position peaked at $1.49M in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Burling Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.