Midwest Trust’s Fiserv Inc FISV Stock Holding History

Midwest Trust’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	-1,952	Closed	-$252K	–	594
2025 Q3	$252K	Sell	1,952 -597	-23%	-$85.6K	﹤0.01%	538
2025 Q2	$439K	Buy	+2,549	New	+$462K	0.01%	442

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 $3.38T AUM 44.17% 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

Midwest Trust's FISV Position: Q4 2025 in Review

Midwest Trust sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,952 shares — an estimated $252K sold.

Midwest Trust first reported a position in FISV in Q2 2025 and held it in 2 quarters. The position peaked at $439K in Q2 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Midwest Trust reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Midwest Trust sold 1,952 Fiserv Inc shares in Q4 2025, an estimated $252K.
Midwest Trust first reported a position in Fiserv Inc in Q2 2025 and held it in 2 quarters.
Midwest Trust's Fiserv Inc position peaked at $439K in Q2 2025.
1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Midwest Trust's 13F filing for Q4 2025, filed 4 Feb 2026.