NL
FISV

NWAM LLC’s Fiserv Inc FISV Stock Holding History

NWAM 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
Q4 		– Sell
-4,511
Closed -$566K – 639
2025
Q3 		$566K Buy
4,511
+53
+1% +$7.59K 0.03% 387
2025
Q2 		$660K Buy
+4,458
New +$808K 0.04% 336
2025
Q1 		– Sell
-1,354
Closed -$278K – 536
2024
Q4 		$278K Sell
1,354
-140
-9% -$28.6K 0.02% 497
2024
Q3 		$268K Sell
1,494
-8
-0.5% -$1.32K 0.02% 528
2024
Q2 		$224K Sell
1,502
-6
-0.4% -$908 0.07% 138
2024
Q1 		$239K Buy
+1,508
New +$220K 0.02% 491
2019
Q4 		$303K Sell
2,623
-255
-9% -$28.2K 0.05% 300
2019
Q3 		$298K Buy
2,878
+225
+8% +$23K 0.06% 280
2019
Q2 		$242K Sell
2,653
-308
-10% -$27K 0.05% 305
2019
Q1 		$261K Hold
2,961
– – 0.06% 283
2018
Q4 		$218K Sell
2,961
-126
-4% -$9.74K 0.06% 285
2018
Q3 		$254K Hold
3,087
– – 0.06% 286
2018
Q2 		$229K Sell
3,087
-455
-13% -$33K 0.05% 294
2018
Q1 		$253K Sell
3,542
-92
-3% -$6.47K 0.06% 273
2017
Q4 		$238K Sell
3,634
-108
-3% -$6.97K 0.06% 263
2017
Q3 		$241K Hold
3,742
– – 0.06% 267
2017
Q2 		$229K Buy
3,742
+70
+2% +$4.23K 0.04% 266
2017
Q1 		$212K Buy
+3,672
New +$206K 0.06% 270

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

NWAM LLC's FISV Position: Q4 2025 in Review

NWAM LLC sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 4,511 shares — an estimated $566K sold.

NWAM LLC first reported a position in FISV in Q1 2017 and held it in 18 quarters. The position peaked at $660K in Q2 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • NWAM LLC reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • NWAM LLC sold 4,511 Fiserv Inc shares in Q4 2025, an estimated $566K.
  • NWAM LLC first reported a position in Fiserv Inc in Q1 2017 and held it in 18 quarters.
  • NWAM LLC's Fiserv Inc position peaked at $660K in Q2 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

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