LRWA
FISV

Long Run Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Long Run Wealth Advisors’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
-2,989
Closed -$385K – 107
2025
Q3 		$385K Sell
2,989
-330
-10% -$47.3K 0.08% 81
2025
Q2 		$572K Buy
3,319
+330
+11% +$59.8K 0.12% 74
2025
Q1 		$660K Buy
2,989
+63
+2% +$13.8K 0.15% 72
2024
Q4 		$601K Sell
2,926
-17
-0.6% -$3.47K 0.14% 71
2024
Q3 		$529K Hold
2,943
– – 0.12% 72
2024
Q2 		$439K Hold
2,943
– – 0.11% 73
2024
Q1 		$470K Hold
2,943
– – 0.12% 72
2023
Q4 		$391K Sell
2,943
-46
-2% -$5.64K 0.11% 73
2023
Q3 		$338K Sell
2,989
-678
-18% -$83.5K 0.11% 73
2023
Q2 		$463K Hold
3,667
– – 0.15% 72
2023
Q1 		$414K Hold
3,667
– – 0.14% 75
2022
Q4 		$371K Hold
3,667
– – 0.13% 79
2022
Q3 		$343K Buy
+3,667
New +$374K 0.14% 77

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

Long Run Wealth Advisors's FISV Position: Q4 2025 in Review

Long Run Wealth Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,989 shares — an estimated $385K sold.

Long Run Wealth Advisors first reported a position in FISV in Q3 2022 and held it in 13 quarters. The position peaked at $660K in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Long Run Wealth Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Long Run Wealth Advisors sold 2,989 Fiserv Inc shares in Q4 2025, an estimated $385K.
  • Long Run Wealth Advisors first reported a position in Fiserv Inc in Q3 2022 and held it in 13 quarters.
  • Long Run Wealth Advisors's Fiserv Inc position peaked at $660K in Q1 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.