EWM
FISV

Evercore Wealth Management’s Fiserv Inc FISV Stock Holding History

Evercore 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
-238,221
Closed -$30.7M – 428
2025
Q3 		$30.7M Sell
238,221
-91,120
-28% -$13.1M 0.45% 44
2025
Q2 		$56.8M Buy
329,341
+34,516
+12% +$6.26M 0.88% 36
2025
Q1 		$65.1M Buy
294,825
+27,172
+10% +$5.95M 1.05% 33
2024
Q4 		$55M Buy
+267,653
New +$54.6M 0.82% 36
2022
Q4 		– Sell
-2,410
Closed -$225K – 399
2022
Q3 		$225K Buy
+2,410
New +$246K 0.01% 359
2018
Q1 		– Sell
-1,044
Closed -$69K – 501
2017
Q4 		$69K Hold
1,044
– – ﹤0.01% 529
2017
Q3 		$67K Hold
1,044
– – ﹤0.01% 535
2017
Q2 		$64K Buy
1,044
+204
+24% +$12.3K ﹤0.01% 545
2017
Q1 		$48K Sell
840
-32
-4% -$1.8K ﹤0.01% 605
2016
Q4 		$46K Buy
872
+32
+4% +$1.64K ﹤0.01% 622
2016
Q3 		$42K Sell
840
-828
-50% -$43.4K ﹤0.01% 636
2016
Q2 		$91K Buy
1,668
+314
+23% +$16.2K ﹤0.01% 478
2016
Q1 		$70K Buy
1,354
+500
+59% +$23.7K ﹤0.01% 511
2015
Q4 		$39K Buy
854
+454
+114% +$21.3K ﹤0.01% 639
2015
Q3 		$17K Hold
400
– – ﹤0.01% 766
2015
Q2 		$17K Sell
400
-186
-32% -$7.48K ﹤0.01% 822
2015
Q1 		$23K Sell
586
-4
-0.7% -$153 ﹤0.01% 764
2014
Q4 		$20K Buy
590
+64
+12% +$2.19K ﹤0.01% 665
2014
Q3 		$17K Hold
526
– – ﹤0.01% 759
2014
Q2 		$16K Buy
+526
New +$15.6K ﹤0.01% 770
2013
Q4 		– Sell
-204
Closed -$5K – 890
2013
Q3 		$5K Buy
+204
New +$4.93K ﹤0.01% 841

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

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

Evercore Wealth Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 238,221 shares — an estimated $30.7M sold.

Evercore Wealth Management first reported a position in FISV in Q3 2013 and held it in 21 quarters. The position peaked at $65.1M in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Evercore Wealth Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Evercore Wealth Management sold 238,221 Fiserv Inc shares in Q4 2025, an estimated $30.7M.
  • Evercore Wealth Management first reported a position in Fiserv Inc in Q3 2013 and held it in 21 quarters.
  • Evercore Wealth Management's Fiserv Inc position peaked at $65.1M in Q1 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Evercore Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.