FFWA
FISV

Forthright Family Wealth Advisory’s Fiserv Inc FISV Stock Holding History

Forthright Family Wealth Advisory’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
Q2 		– Sell
-1,028
Closed -$227K – 54
2025
Q1 		$227K Hold
1,028
– – 0.15% 50
2024
Q4 		$211K Sell
1,028
-46
-4% -$9.39K 0.14% 55
2024
Q3 		$223K Buy
+1,074
New +$177K 0.14% 59

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Forthright Family Wealth Advisory's FISV Position: Q2 2025 in Review

Forthright Family Wealth Advisory sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,028 shares — an estimated $227K sold.

Forthright Family Wealth Advisory first reported a position in FISV in Q3 2024 and held it in 3 quarters. The position peaked at $227K in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Forthright Family Wealth Advisory reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Forthright Family Wealth Advisory sold 1,028 Fiserv Inc shares in Q2 2025, an estimated $227K.
  • Forthright Family Wealth Advisory first reported a position in Fiserv Inc in Q3 2024 and held it in 3 quarters.
  • Forthright Family Wealth Advisory's Fiserv Inc position peaked at $227K in Q1 2025.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.