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Guardian Wealth Advisors (North Carolina)’s Fiserv Inc FISV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-2,231
Closed -$288K – 376
2025
Q3 		$288K Buy
2,231
+420
+23% +$60.2K 0.02% 294
2025
Q2 		$312K Buy
1,811
+55
+3% +$9.97K 0.02% 261
2025
Q1 		$388K Sell
1,756
-1,249
-42% -$273K 0.03% 216
2024
Q4 		$617K Buy
3,005
+1,607
+115% +$328K 0.05% 169
2024
Q3 		$251K Sell
1,398
-46
-3% -$7.59K 0.03% 237
2024
Q2 		$215K Hold
1,444
– – 0.03% 249
2024
Q1 		$231K Buy
+1,444
New +$210K 0.03% 250

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

Guardian Wealth Advisors (North Carolina)'s FISV Position: Q4 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,231 shares — an estimated $288K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FISV in Q1 2024 and held it in 7 quarters. The position peaked at $617K in Q4 2024. 1,402 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 2,231 Fiserv Inc shares in Q4 2025, an estimated $288K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Fiserv Inc in Q1 2024 and held it in 7 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Fiserv Inc position peaked at $617K in Q4 2024.
  • 1,402 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2025, filed 17 Feb 2026.