JTWM
FISV

Jackson Thornton Wealth Management’s Fiserv Inc FISV Stock Holding History

Jackson Thornton 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
-2,316
Closed -$293K – 316
2025
Q3 		$293K Buy
+2,316
New +$332K 0.03% 191

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

Jackson Thornton Wealth Management's FISV Position: Q4 2025 in Review

Jackson Thornton Wealth Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,316 shares — an estimated $293K sold.

Jackson Thornton Wealth Management first reported a position in FISV in Q3 2025 and held it in 1 quarter. The position peaked at $293K in Q3 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Jackson Thornton Wealth Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 2,316 Fiserv Inc shares in Q4 2025, an estimated $293K.
  • Jackson Thornton Wealth Management first reported a position in Fiserv Inc in Q3 2025 and held it in 1 quarter.
  • Jackson Thornton Wealth Management's Fiserv Inc position peaked at $293K in Q3 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Jackson Thornton Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.