Palumbo Wealth Management’s Fiserv Inc FISV Stock Holding History

Palumbo Wealth Management’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	-18,896	Closed	-$3.26M	–	194
2025 Q2	$3.26M	Sell	18,896 -62	-0.3%	-$11.2K	1.01%	23
2025 Q1	$4.19M	Buy	18,958 +2,596	+16%	+$568K	1.4%	19
2024 Q4	$3.36M	Buy	16,362 +1,601	+11%	+$327K	1.25%	18
2024 Q3	$2.65M	Buy	14,761 +321	+2%	+$52.9K	1.03%	26
2024 Q2	$2.15M	Buy	14,440 +1,052	+8%	+$159K	0.91%	29
2024 Q1	$2.14M	Buy	13,388 +2,999	+29%	+$437K	0.96%	27
2023 Q4	$1.38M	Buy	10,389 +491	+5%	+$60.3K	0.71%	35
2023 Q3	$1.12M	Buy	9,898 +6,523	+193%	+$803K	0.62%	39
2023 Q2	$426K	Buy	+3,375	New	+$397K	0.26%	67

Other funds holding FISV

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Palumbo Wealth Management's FISV Position: Q3 2025 in Review

Palumbo Wealth Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 18,896 shares — an estimated $3.26M sold.

Palumbo Wealth Management first reported a position in FISV in Q2 2023 and held it in 9 quarters. The position peaked at $4.19M in Q1 2025. 1,735 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

Palumbo Wealth Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
Palumbo Wealth Management sold 18,896 Fiserv Inc shares in Q3 2025, an estimated $3.26M.
Palumbo Wealth Management first reported a position in Fiserv Inc in Q2 2023 and held it in 9 quarters.
Palumbo Wealth Management's Fiserv Inc position peaked at $4.19M in Q1 2025.
1,735 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Palumbo Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.