FPWM
FISV

FSB Premier Wealth Management’s Fiserv Inc FISV Stock Holding History

FSB Premier 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
-1,719
Closed -$222K – 240
2025
Q3 		$222K Buy
1,719
+76
+5% +$10.9K 0.07% 215
2025
Q2 		$283K Sell
1,643
-3
-0.2% -$544 0.1% 177
2025
Q1 		$363K Buy
1,646
+297
+22% +$65K 0.14% 150
2024
Q4 		$277K Buy
1,349
+224
+20% +$45.7K 0.11% 176
2024
Q3 		$202K Buy
+1,125
New +$186K 0.08% 197
2022
Q1 		– Sell
-762
Closed -$79K – 283
2021
Q4 		$79K Buy
+762
New +$78.8K 0.03% 196

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 $3.38T AUM 44.17% 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

FSB Premier Wealth Management's FISV Position: Q4 2025 in Review

FSB Premier Wealth Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,719 shares — an estimated $222K sold.

FSB Premier Wealth Management first reported a position in FISV in Q4 2021 and held it in 6 quarters. The position peaked at $363K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • FSB Premier Wealth Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • FSB Premier Wealth Management sold 1,719 Fiserv Inc shares in Q4 2025, an estimated $222K.
  • FSB Premier Wealth Management first reported a position in Fiserv Inc in Q4 2021 and held it in 6 quarters.
  • FSB Premier Wealth Management's Fiserv Inc position peaked at $363K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on FSB Premier Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.