Jackson Wealth Management’s Fiserv Inc FISV Stock Holding History

Jackson 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 Q2	–	Sell	-2,281	Closed	-$504K	–	164
2025 Q1	$504K	Sell	2,281 -276	-11%	-$60.4K	0.06%	112
2024 Q4	$525K	Buy	+2,557	New	+$522K	0.06%	108
2023 Q3	–	Sell	-3,933	Closed	-$496K	–	148
2023 Q2	$496K	Buy	+3,933	New	+$463K	0.07%	95
2020 Q1	–	Sell	-17,840	Closed	-$2.16M	–	118
2019 Q4	$2.16M	Sell	17,840 -98	-0.5%	-$10.8K	0.36%	77
2019 Q3	$1.89M	Buy	17,938 +7,097	+65%	+$725K	0.4%	68
2019 Q2	$1.02M	Buy	10,841 +370	+4%	+$32.4K	0.22%	77
2019 Q1	$924K	Sell	10,471 -120	-1%	-$9.9K	0.23%	77
2018 Q4	$743K	Sell	10,591 -2,819	-21%	-$218K	0.22%	75
2018 Q3	$1.1M	Buy	13,410 +670	+5%	+$52.6K	0.23%	77
2018 Q2	$989K	Sell	12,740 -6,162	-33%	-$447K	0.23%	80
2018 Q1	$1.34M	Buy	+18,902	New	+$1.33M	0.38%	77

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jackson Wealth Management's FISV Position: Q2 2025 in Review

Jackson Wealth Management sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 2,281 shares — an estimated $504K sold.

Jackson Wealth Management first reported a position in FISV in Q1 2018 and held it in 11 quarters. The position peaked at $2.16M in Q4 2019. 1,847 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

Jackson Wealth Management reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
Jackson Wealth Management sold 2,281 Fiserv Inc shares in Q2 2025, an estimated $504K.
Jackson Wealth Management first reported a position in Fiserv Inc in Q1 2018 and held it in 11 quarters.
Jackson Wealth Management's Fiserv Inc position peaked at $2.16M in Q4 2019.
1,847 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Jackson Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.