PRP
FISV

Peak Retirement Planning’s Fiserv Inc FISV Stock Holding History

Peak Retirement Planning’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
-1,609
Closed -$207K – 148
2025
Q3 		$207K Buy
1,609
+4
+0.2% +$573 0.06% 126
2025
Q2 		$277K Buy
1,605
+40
+3% +$7.25K 0.11% 105
2025
Q1 		$346K Buy
+1,565
New +$343K 0.19% 91

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 $413B AUM 44.57% 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

Peak Retirement Planning's FISV Position: Q4 2025 in Review

Peak Retirement Planning sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,609 shares — an estimated $207K sold.

Peak Retirement Planning first reported a position in FISV in Q1 2025 and held it in 3 quarters. The position peaked at $346K in Q1 2025. 1,397 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Peak Retirement Planning reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Peak Retirement Planning sold 1,609 Fiserv Inc shares in Q4 2025, an estimated $207K.
  • Peak Retirement Planning first reported a position in Fiserv Inc in Q1 2025 and held it in 3 quarters.
  • Peak Retirement Planning's Fiserv Inc position peaked at $346K in Q1 2025.
  • 1,397 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Peak Retirement Planning's 13F filing for Q4 2025, filed 10 Feb 2026.