CWM
FISV

Calamos Wealth Management’s Fiserv Inc FISV Stock Holding History

Calamos 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
Q4 		– Sell
-3,622
Closed -$467K – 481
2025
Q3 		$467K Buy
3,622
+1,530
+73% +$219K 0.02% 273
2025
Q2 		$361K Buy
2,092
+7
+0.3% +$1.27K 0.02% 268
2025
Q1 		$460K Sell
2,085
-45
-2% -$9.85K 0.02% 220
2024
Q4 		$438K Buy
+2,130
New +$435K 0.02% 230
2020
Q1 		– Sell
-1,995
Closed -$231K – 248
2019
Q4 		$231K Sell
1,995
-300
-13% -$33.1K 0.03% 221
2019
Q3 		$238K Buy
+2,295
New +$234K 0.03% 211

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

Calamos Wealth Management's FISV Position: Q4 2025 in Review

Calamos Wealth Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,622 shares — an estimated $467K sold.

Calamos Wealth Management first reported a position in FISV in Q3 2019 and held it in 6 quarters. The position peaked at $467K in Q3 2025. 1,400 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Calamos Wealth Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Calamos Wealth Management sold 3,622 Fiserv Inc shares in Q4 2025, an estimated $467K.
  • Calamos Wealth Management first reported a position in Fiserv Inc in Q3 2019 and held it in 6 quarters.
  • Calamos Wealth Management's Fiserv Inc position peaked at $467K in Q3 2025.
  • 1,400 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Calamos Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.