Maia Wealth’s Fiserv Inc FISV Stock Holding History

Maia Wealth’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	-5,682	Closed	-$362K	–	348
2025 Q3	$362K	Sell	5,682 -1,193	-17%	-$171K	0.06%	252
2025 Q2	$1.19M	Sell	6,875 -439	-6%	-$79.6K	0.23%	115
2025 Q1	$1.55M	Sell	7,314 -78	-1%	-$17.1K	0.35%	74
2024 Q4	$1.58M	Buy	7,392 +735	+11%	+$150K	0.34%	72
2024 Q3	$1.35M	Buy	6,657 +799	+14%	+$132K	0.33%	75
2024 Q2	$910K	Buy	+5,858	New	+$887K	0.27%	76
2023 Q4	$542K	Buy	+4,079	New	+$501K	0.22%	92

Other funds holding FISV

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

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

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Maia Wealth's FISV Position: Q4 2025 in Review

Maia Wealth sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 5,682 shares — an estimated $362K sold.

Maia Wealth first reported a position in FISV in Q4 2023 and held it in 7 quarters. The position peaked at $1.58M in Q4 2024. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Maia Wealth reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Maia Wealth sold 5,682 Fiserv Inc shares in Q4 2025, an estimated $362K.
Maia Wealth first reported a position in Fiserv Inc in Q4 2023 and held it in 7 quarters.
Maia Wealth's Fiserv Inc position peaked at $1.58M in Q4 2024.
1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Maia Wealth's 13F filing for Q4 2025, filed 17 Feb 2026.