Leo Wealth LLC’s Fiserv Inc FISV Stock Holding History

Leo Wealth LLC’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	-7,344	Closed	-$1.27M	–	330
2025 Q2	$1.27M	Buy	+7,344	New	+$1.33M	0.1%	156

Other funds holding FISV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Leo Wealth LLC's FISV Position: Q3 2025 in Review

Leo Wealth LLC sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 7,344 shares — an estimated $1.27M sold.

Leo Wealth LLC first reported a position in FISV in Q2 2025 and held it in 1 quarter. The position peaked at $1.27M in Q2 2025. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

Leo Wealth LLC reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
Leo Wealth LLC sold 7,344 Fiserv Inc shares in Q3 2025, an estimated $1.27M.
Leo Wealth LLC first reported a position in Fiserv Inc in Q2 2025 and held it in 1 quarter.
Leo Wealth LLC's Fiserv Inc position peaked at $1.27M in Q2 2025.
1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Leo Wealth LLC's 13F filing for Q3 2025, filed 14 Nov 2025.