CWP
FISV

Concord Wealth Partners’s Fiserv Inc FISV Stock Holding History

Concord 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
-260
Closed -$33.5K – 864
2025
Q3 		$33.5K Sell
260
-12
-4% -$1.72K ﹤0.01% 392
2025
Q2 		$46.9K Sell
272
-39
-13% -$7.07K 0.01% 349
2025
Q1 		$68.7K Sell
311
-1,000
-76% -$219K 0.01% 282
2024
Q4 		$269K Buy
1,311
+38
+3% +$7.76K 0.04% 180
2024
Q3 		$229K Buy
1,273
+273
+27% +$45K 0.04% 194
2024
Q2 		$149K Sell
1,000
-532
-35% -$80.5K 0.03% 219
2024
Q1 		$245K Buy
1,532
+348
+29% +$50.7K 0.04% 191
2023
Q4 		$157K Sell
1,184
-526
-31% -$64.5K 0.03% 232
2023
Q3 		$193K Sell
1,710
-64
-4% -$7.88K 0.04% 201
2023
Q2 		$224K Buy
1,774
+151
+9% +$17.8K 0.05% 186
2023
Q1 		$183K Sell
1,623
-172
-10% -$18.9K 0.05% 176
2022
Q4 		$181K Buy
+1,795
New +$179K 0.05% 170
2022
Q3 		– Sell
-1,905
Closed -$169K – 492
2022
Q2 		$169K Buy
1,905
+520
+38% +$50.4K 0.05% 180
2022
Q1 		$140K Sell
1,385
-1
-0.1% -$101 0.04% 238
2021
Q4 		$144K Buy
1,386
+218
+19% +$22.5K 0.04% 244
2021
Q3 		$127K Sell
1,168
-108
-8% -$12.1K 0.05% 116
2021
Q2 		$136K Buy
1,276
+63
+5% +$7.32K 0.04% 185
2021
Q1 		$144K Buy
1,213
+96
+9% +$11K 0.05% 162
2020
Q4 		$127K Buy
+1,117
New +$120K 0.1% 113

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

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

Concord Wealth Partners sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 260 shares — an estimated $33.5K sold.

Concord Wealth Partners first reported a position in FISV in Q4 2020 and held it in 19 quarters. The position peaked at $269K in Q4 2024. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Concord Wealth Partners reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 260 Fiserv Inc shares in Q4 2025, an estimated $33.5K.
  • Concord Wealth Partners first reported a position in Fiserv Inc in Q4 2020 and held it in 19 quarters.
  • Concord Wealth Partners's Fiserv Inc position peaked at $269K in Q4 2024.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

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