CWM
FISV

Crowley Wealth Management’s Fiserv Inc FISV Stock Holding History

Crowley 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
-836
Closed -$108K – 139
2025
Q3 		$108K Hold
836
– – 0.09% 107
2025
Q2 		$144K Hold
836
– – 0.13% 90
2025
Q1 		$185K Hold
836
– – 0.18% 70
2024
Q4 		$172K Buy
+836
New +$171K 0.15% 73

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

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

Crowley Wealth Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 836 shares — an estimated $108K sold.

Crowley Wealth Management first reported a position in FISV in Q4 2024 and held it in 4 quarters. The position peaked at $185K in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Crowley Wealth Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 836 Fiserv Inc shares in Q4 2025, an estimated $108K.
  • Crowley Wealth Management first reported a position in Fiserv Inc in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Fiserv Inc position peaked at $185K in Q1 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.