PWM
FISV

Parkworth Wealth Management’s Fiserv Inc FISV Stock Holding History

Parkworth 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
Q2 		$1.55K Buy
9
+2
+29% +$363 ﹤0.01% 308
2025
Q1 		$1.55K Hold
7
– – ﹤0.01% 201
2024
Q4 		$1.44K Buy
+7
New +$1.43K ﹤0.01% 227

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Parkworth Wealth Management's FISV Position: Q2 2025 in Review

Parkworth Wealth Management increased its Fiserv Inc (FISV) stake by 29% in Q2 2025, buying an estimated $363 and bringing the position to 9 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Parkworth Wealth Management first reported a position in FISV in Q4 2024 and has held it in 3 quarters since. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Parkworth Wealth Management held 9 shares of Fiserv Inc worth $1.55K as of Q2 2025.
  • Parkworth Wealth Management bought 2 Fiserv Inc shares in Q2 2025, an estimated $363.
  • Fiserv Inc made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #308 holding.
  • Parkworth Wealth Management first reported a position in Fiserv Inc in Q4 2024 and has held it in 3 quarters since.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.