LWANC
FISV

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

Laurel 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
Q2 		– Sell
-684
Closed -$151K – 354
2025
Q1 		$151K Sell
684
-45
-6% -$9.85K 0.02% 196
2024
Q4 		$150K Sell
729
-50
-6% -$10.2K 0.02% 195
2024
Q3 		$140K Buy
779
+339
+77% +$55.9K 0.02% 209
2024
Q2 		$65.6K Hold
440
– – 0.01% 266
2024
Q1 		$70.3K Hold
440
– – 0.01% 268
2023
Q4 		$58.5K Hold
440
– – 0.01% 269
2023
Q3 		$49.7K Hold
440
– – 0.01% 274
2023
Q2 		$55.5K Hold
440
– – 0.01% 275
2023
Q1 		$49.7K Buy
440
+105
+31% +$11.6K 0.01% 283
2022
Q4 		$33.9K Sell
335
-33
-9% -$3.29K 0.01% 295
2022
Q3 		$34K Sell
368
-450
-55% -$45.9K 0.01% 287
2022
Q2 		$73K Hold
818
– – 0.02% 230
2022
Q1 		$83K Hold
818
– – 0.02% 234
2021
Q4 		$85K Hold
818
– – 0.02% 232
2021
Q3 		$89K Hold
818
– – 0.02% 219
2021
Q2 		$87K Hold
818
– – 0.02% 229
2021
Q1 		$97K Buy
818
+238
+41% +$27.3K 0.02% 209
2020
Q4 		$66K Hold
580
– – 0.02% 233
2020
Q3 		$60K Hold
580
– – 0.02% 221
2020
Q2 		$57K Hold
580
– – 0.02% 225
2020
Q1 		$55K Hold
580
– – 0.02% 215
2019
Q4 		$67K Hold
580
– – 0.02% 220
2019
Q3 		$60K Hold
580
– – 0.02% 226
2019
Q2 		$53K Buy
+580
New +$50.8K 0.02% 229

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Laurel Wealth Advisors (North Carolina)'s FISV Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 684 shares — an estimated $151K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FISV in Q2 2019 and held it in 24 quarters. The position peaked at $151K in Q1 2025. 1,846 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 684 Fiserv Inc shares in Q2 2025, an estimated $151K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Fiserv Inc in Q2 2019 and held it in 24 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Fiserv Inc position peaked at $151K in Q1 2025.
  • 1,846 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.