HWA
FISV

HHM Wealth Advisors’s Fiserv Inc FISV Stock Holding History

HHM Wealth Advisors’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
Q3 		– Sell
-23
Closed -$3.97K – 879
2025
Q2 		$3.97K Hold
23
– – ﹤0.01% 709
2025
Q1 		$5.08K Hold
23
– – ﹤0.01% 668
2024
Q4 		$4.72K Buy
+23
New +$4.7K ﹤0.01% 685
2021
Q3 		– Sell
-107
Closed -$11K – 632
2021
Q2 		$11K Hold
107
– – ﹤0.01% 466
2021
Q1 		$13K Hold
107
– – ﹤0.01% 425
2020
Q4 		$12K Hold
107
– – ﹤0.01% 407
2020
Q3 		$11K Hold
107
– – ﹤0.01% 377
2020
Q2 		$10K Buy
+107
New +$10.8K ﹤0.01% 370

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HHM Wealth Advisors's FISV Position: Q3 2025 in Review

HHM Wealth Advisors sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 23 shares — an estimated $3.97K sold.

HHM Wealth Advisors first reported a position in FISV in Q2 2020 and held it in 8 quarters. The position peaked at $13K in Q1 2021. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • HHM Wealth Advisors reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 23 Fiserv Inc shares in Q3 2025, an estimated $3.97K.
  • HHM Wealth Advisors first reported a position in Fiserv Inc in Q2 2020 and held it in 8 quarters.
  • HHM Wealth Advisors's Fiserv Inc position peaked at $13K in Q1 2021.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.