CWA
FISV

Crux Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Crux 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
-4,219
Closed -$544K – 181
2025
Q3 		$544K Sell
4,219
-7
-0.2% -$1K 0.22% 110
2025
Q2 		$729K Buy
4,226
+48
+1% +$8.71K 0.31% 85
2025
Q1 		$923K Sell
4,178
-886
-17% -$194K 0.48% 70
2024
Q4 		$1.04M Buy
+5,064
New +$1.03M 0.58% 57

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 $413B AUM 44.57% 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

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

Crux Wealth Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 4,219 shares — an estimated $544K sold.

Crux Wealth Advisors first reported a position in FISV in Q4 2024 and held it in 4 quarters. The position peaked at $1.04M in Q4 2024. 1,397 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Crux Wealth Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Crux Wealth Advisors sold 4,219 Fiserv Inc shares in Q4 2025, an estimated $544K.
  • Crux Wealth Advisors first reported a position in Fiserv Inc in Q4 2024 and held it in 4 quarters.
  • Crux Wealth Advisors's Fiserv Inc position peaked at $1.04M in Q4 2024.
  • 1,397 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Crux Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.