CDWM
FISV

Campbell Deegan Wealth Management’s Fiserv Inc FISV Stock Holding History

Campbell Deegan 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
Q3 		– Sell
-1,249
Closed -$215K – 43
2025
Q2 		$215K Hold
1,249
– – 0.21% 43
2025
Q1 		$276K Hold
1,249
– – 0.32% 32
2024
Q4 		$257K Buy
+1,249
New +$255K 0.31% 34

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

Campbell Deegan Wealth Management's FISV Position: Q3 2025 in Review

Campbell Deegan Wealth Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,249 shares — an estimated $215K sold.

Campbell Deegan Wealth Management first reported a position in FISV in Q4 2024 and held it in 3 quarters. The position peaked at $276K in Q1 2025. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Campbell Deegan Wealth Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Campbell Deegan Wealth Management sold 1,249 Fiserv Inc shares in Q3 2025, an estimated $215K.
  • Campbell Deegan Wealth Management first reported a position in Fiserv Inc in Q4 2024 and held it in 3 quarters.
  • Campbell Deegan Wealth Management's Fiserv Inc position peaked at $276K in Q1 2025.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Campbell Deegan Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.