Evergreen Wealth Management’s Fiserv Inc FISV Stock Holding History

Evergreen 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	-39,254	Closed	-$5.06M	–	55
2025 Q3	$5.06M	Buy	+39,254	New	+$5.63M	2.65%	16

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Evergreen Wealth Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 39,254 shares — an estimated $5.06M sold.

Evergreen Wealth Management first reported a position in FISV in Q3 2025 and held it in 1 quarter. The position peaked at $5.06M in Q3 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Evergreen Wealth Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Evergreen Wealth Management sold 39,254 Fiserv Inc shares in Q4 2025, an estimated $5.06M.
Evergreen Wealth Management first reported a position in Fiserv Inc in Q3 2025 and held it in 1 quarter.
Evergreen Wealth Management's Fiserv Inc position peaked at $5.06M in Q3 2025.
1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Evergreen Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.