CM Wealth Advisors’s Fiserv Inc FISV Stock Holding History

CM Wealth Advisors’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	-2,410	Closed	-$311K	–	141
2025 Q3	$311K	Hold	2,410	–	–	0.08%	72
2025 Q2	$416K	Hold	2,410	–	–	0.12%	60
2025 Q1	$532K	Hold	2,410	–	–	0.17%	53
2024 Q4	$495K	Hold	2,410	–	–	0.16%	54
2024 Q3	$433K	Hold	2,410	–	–	0.14%	56
2024 Q2	$359K	Hold	2,410	–	–	0.17%	51
2024 Q1	$369K	Hold	2,410	–	–	0.11%	111
2023 Q4	$320K	Hold	2,410	–	–	0.14%	58
2023 Q3	$294K	Hold	2,410	–	–	0.11%	63
2023 Q2	$301K	Hold	2,410	–	–	0.1%	102
2023 Q1	$285K	Hold	2,410	–	–	0.06%	324
2022 Q4	$244K	Hold	2,410	–	–	0.12%	59
2022 Q3	$226K	Hold	2,410	–	–	0.13%	64
2022 Q2	$214K	Buy	+2,410	New	+$234K	0.13%	68

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CM Wealth Advisors's FISV Position: Q4 2025 in Review

CM Wealth Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,410 shares — an estimated $311K sold.

CM Wealth Advisors first reported a position in FISV in Q2 2022 and held it in 14 quarters. The position peaked at $532K in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

CM Wealth Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
CM Wealth Advisors sold 2,410 Fiserv Inc shares in Q4 2025, an estimated $311K.
CM Wealth Advisors first reported a position in Fiserv Inc in Q2 2022 and held it in 14 quarters.
CM Wealth Advisors's Fiserv Inc position peaked at $532K in Q1 2025.
1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on CM Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.