DWP
FISV

Daymark Wealth Partners’s Fiserv Inc FISV Stock Holding History

Daymark 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
-2,286
Closed -$295K – 615
2025
Q3 		$295K Sell
2,286
-388
-15% -$55.6K 0.01% 483
2025
Q2 		$461K Buy
2,674
+667
+33% +$121K 0.02% 368
2025
Q1 		$443K Buy
2,007
+426
+27% +$93.3K 0.02% 347
2024
Q4 		$325K Buy
1,581
+462
+41% +$94.3K 0.01% 395
2024
Q3 		$201K Buy
+1,119
New +$185K 0.01% 501

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

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

Daymark Wealth Partners sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,286 shares — an estimated $295K sold.

Daymark Wealth Partners first reported a position in FISV in Q3 2024 and held it in 5 quarters. The position peaked at $461K in Q2 2025. 1,400 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Daymark Wealth Partners reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 2,286 Fiserv Inc shares in Q4 2025, an estimated $295K.
  • Daymark Wealth Partners first reported a position in Fiserv Inc in Q3 2024 and held it in 5 quarters.
  • Daymark Wealth Partners's Fiserv Inc position peaked at $461K in Q2 2025.
  • 1,400 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Daymark Wealth Partners's 13F filing for Q4 2025, filed 12 Jan 2026.