PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Fiserv Inc FISV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	-454	Closed	-$58.5K	–	559
2025 Q3	$58.5K	Sell	454 -348	-43%	-$49.9K	0.02%	261
2025 Q2	$138K	Buy	802 +99	+14%	+$18K	0.05%	166
2025 Q1	$155K	Buy	703 +86	+14%	+$18.8K	0.06%	156
2024 Q4	$127K	Buy	617 +163	+36%	+$33.3K	0.05%	173
2024 Q3	$81.6K	Hold	454	–	–	0.04%	175
2024 Q2	$67.7K	Hold	454	–	–	0.04%	182
2024 Q1	$72.6K	Hold	454	–	–	0.05%	167
2023 Q4	$60.3K	Buy	+454	New	+$55.7K	0.04%	164

Other funds holding FISV

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $75B AUM 11.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FISV Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 454 shares — an estimated $58.5K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FISV in Q4 2023 and held it in 8 quarters. The position peaked at $155K in Q1 2025. 1,396 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 454 Fiserv Inc shares in Q4 2025, an estimated $58.5K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Fiserv Inc in Q4 2023 and held it in 8 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Fiserv Inc position peaked at $155K in Q1 2025.
1,396 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.