PWW
FISV

Pettyjohn Wood & White’s Fiserv Inc FISV Stock Holding History

Pettyjohn Wood & White’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
-1,200
Closed -$207K – 205
2025
Q2 		$207K Hold
1,200
– – 0.04% 195
2025
Q1 		$265K Hold
1,200
– – 0.05% 162
2024
Q4 		$247K Hold
1,200
– – 0.05% 179
2024
Q3 		$216K Buy
+1,200
New +$198K 0.04% 191

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pettyjohn Wood & White's FISV Position: Q3 2025 in Review

Pettyjohn Wood & White sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,200 shares — an estimated $207K sold.

Pettyjohn Wood & White first reported a position in FISV in Q3 2024 and held it in 4 quarters. The position peaked at $265K in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Pettyjohn Wood & White reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Pettyjohn Wood & White sold 1,200 Fiserv Inc shares in Q3 2025, an estimated $207K.
  • Pettyjohn Wood & White first reported a position in Fiserv Inc in Q3 2024 and held it in 4 quarters.
  • Pettyjohn Wood & White's Fiserv Inc position peaked at $265K in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Pettyjohn Wood & White's 13F filing for Q3 2025, filed 13 Nov 2025.