CWM
FISV

Congress Wealth Management’s Fiserv Inc FISV Stock Holding History

Congress 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
Q2 		$2.81M Buy
16,317
+2,584
+19% +$469K 0.03% 500
2025
Q1 		$3.04M Buy
13,733
+10,027
+271% +$2.2M 0.04% 410
2024
Q4 		$761K Buy
3,706
+235
+7% +$48K 0.01% 564
2024
Q3 		$624K Buy
3,471
+431
+14% +$71.1K 0.01% 595
2024
Q2 		$453K Buy
3,040
+875
+40% +$132K 0.01% 548
2024
Q1 		$346K Sell
2,165
-620
-22% -$90.3K 0.01% 491
2023
Q4 		$370K Buy
2,785
+822
+42% +$101K 0.01% 502
2023
Q3 		$222K Sell
1,963
-907
-32% -$112K ﹤0.01% 568
2023
Q2 		$362K Buy
2,870
+662
+30% +$77.9K 0.01% 458
2023
Q1 		$250K Sell
2,208
-321
-13% -$35.3K 0.01% 508
2022
Q4 		$256K Buy
+2,529
New +$252K 0.01% 508
2022
Q3 		– Sell
-2,266
Closed -$202K – 554
2022
Q2 		$202K Sell
2,266
-98
-4% -$9.51K 0.01% 536
2022
Q1 		$240K Sell
2,364
-331
-12% -$33.5K 0.01% 553
2021
Q4 		$280K Buy
+2,695
New +$279K 0.01% 549

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's FISV Position: Q2 2025 in Review

Congress Wealth Management increased its Fiserv Inc (FISV) stake by 19% in Q2 2025, buying an estimated $469K and bringing the position to 16,317 shares worth $2.81M. The position accounts for 0.03% of the portfolio, ranked #500.

Congress Wealth Management first reported a position in FISV in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.04M in Q1 2025. 1,847 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Congress Wealth Management held 16,317 shares of Fiserv Inc worth $2.81M as of Q2 2025.
  • Congress Wealth Management bought 2,584 Fiserv Inc shares in Q2 2025, an estimated $469K.
  • Fiserv Inc made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #500 holding.
  • Congress Wealth Management first reported a position in Fiserv Inc in Q4 2021 and has held it in 14 quarters since.
  • Congress Wealth Management's Fiserv Inc position peaked at $3.04M in Q1 2025.
  • 1,847 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.