FWTB
FISV

First Western Trust Bank’s Fiserv Inc FISV Stock Holding History

First Western Trust Bank’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
-27,064
Closed -$3.49M – 199
2025
Q3 		$3.49M Sell
27,064
-3,022
-10% -$433K 0.16% 45
2025
Q2 		$5.19M Sell
30,086
-1,210
-4% -$219K 0.23% 30
2025
Q1 		$6.91M Sell
31,296
-2,542
-8% -$557K 0.33% 21
2024
Q4 		$6.95M Sell
33,838
-261
-0.8% -$53.3K 0.32% 23
2024
Q3 		$6.13M Sell
34,099
-3,034
-8% -$500K 0.28% 31
2024
Q2 		$5.53M Sell
37,133
-7,500
-17% -$1.14M 0.26% 33
2024
Q1 		$7.13M Sell
44,633
-1,494
-3% -$218K 0.32% 29
2023
Q4 		$6.13M Buy
46,127
+63
+0.1% +$7.73K 0.31% 33
2023
Q3 		$5.2M Sell
46,064
-1,809
-4% -$223K 0.28% 36
2023
Q2 		$6.04M Sell
47,873
-178
-0.4% -$21K 0.3% 36
2023
Q1 		$5.43M Buy
48,051
+3,221
+7% +$354K 0.28% 39
2022
Q4 		$4.53M Buy
44,830
+50
+0.1% +$4.98K 0.26% 41
2022
Q3 		$4.19M Buy
44,780
+1,864
+4% +$190K 0.28% 42
2022
Q2 		$3.9M Sell
42,916
-1,968
-4% -$191K 0.26% 47
2022
Q1 		$4.58M Buy
+44,884
New +$4.54M 0.24% 48

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

First Western Trust Bank's FISV Position: Q4 2025 in Review

First Western Trust Bank sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 27,064 shares — an estimated $3.49M sold.

First Western Trust Bank first reported a position in FISV in Q1 2022 and held it in 15 quarters. The position peaked at $7.13M in Q1 2024. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • First Western Trust Bank reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • First Western Trust Bank sold 27,064 Fiserv Inc shares in Q4 2025, an estimated $3.49M.
  • First Western Trust Bank first reported a position in Fiserv Inc in Q1 2022 and held it in 15 quarters.
  • First Western Trust Bank's Fiserv Inc position peaked at $7.13M in Q1 2024.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on First Western Trust Bank's 13F filing for Q4 2025, filed 12 Feb 2026.