HWM
FISV

Hohimer Wealth Management’s Fiserv Inc FISV Stock Holding History

Hohimer 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
-22,627
Closed -$2.92M – 340
2025
Q3 		$2.92M Buy
+22,627
New +$3.24M 0.41% 90
2025
Q2 		– Sell
-998
Closed -$220K – 278
2025
Q1 		$220K Sell
998
-19,832
-95% -$4.34M 0.04% 228
2024
Q4 		$4.28M Buy
20,830
+78
+0.4% +$15.9K 0.81% 36
2024
Q3 		$3.73M Buy
20,752
+18
+0.1% +$2.97K 0.8% 46
2024
Q2 		$3.09M Sell
20,734
-609
-3% -$92.2K 0.72% 57
2024
Q1 		$3.41M Sell
21,343
-22,068
-51% -$3.21M 0.8% 43
2023
Q4 		$5.77M Buy
43,411
+471
+1% +$57.8K 1.46% 11
2023
Q3 		$4.85M Sell
42,940
-969
-2% -$119K 1.39% 11
2023
Q2 		$5.54M Sell
43,909
-1,415
-3% -$167K 1.53% 9
2023
Q1 		$5.12M Sell
45,324
-2,248
-5% -$247K 1.48% 9
2022
Q4 		$4.81M Sell
47,572
-172
-0.4% -$17.1K 1.53% 12
2022
Q3 		$4.47M Buy
47,744
+132
+0.3% +$13.5K 1.43% 9
2022
Q2 		$4.24M Buy
47,612
+10,792
+29% +$1.05M 1.25% 13
2022
Q1 		$3.73M Buy
36,820
+2,954
+9% +$299K 0.74% 43
2021
Q4 		$3.52M Buy
+33,866
New +$3.5M 0.74% 48

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 $3.37T AUM 44.26% 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

Hohimer Wealth Management's FISV Position: Q4 2025 in Review

Hohimer Wealth Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 22,627 shares — an estimated $2.92M sold.

Hohimer Wealth Management first reported a position in FISV in Q4 2021 and held it in 15 quarters. The position peaked at $5.77M in Q4 2023. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Hohimer Wealth Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Hohimer Wealth Management sold 22,627 Fiserv Inc shares in Q4 2025, an estimated $2.92M.
  • Hohimer Wealth Management first reported a position in Fiserv Inc in Q4 2021 and held it in 15 quarters.
  • Hohimer Wealth Management's Fiserv Inc position peaked at $5.77M in Q4 2023.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Hohimer Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.