PWP
FISV

Phillips Wealth Planners’s Fiserv Inc FISV Stock Holding History

Phillips Wealth Planners’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
-1,998
Closed -$250K – 198
2025
Q3 		$250K Buy
1,998
+62
+3% +$8.88K 0.21% 173
2025
Q2 		$330K Buy
1,936
+14
+0.7% +$2.54K 0.3% 116
2025
Q1 		$400K Buy
1,922
+70
+4% +$15.3K 0.42% 81
2024
Q4 		$371K Buy
1,852
+47
+3% +$9.6K 0.37% 86
2024
Q3 		$357K Buy
1,805
+35
+2% +$5.77K 0.34% 104
2024
Q2 		$264K Sell
1,770
-17
-1% -$2.57K 0.28% 133
2024
Q1 		$262K Buy
1,787
+249
+16% +$36.3K 0.3% 131
2023
Q4 		$212K Buy
+1,538
New +$189K 0.26% 147
2023
Q3 		– Sell
-1,634
Closed -$206K – 149
2023
Q2 		$206K Sell
1,634
-280
-15% -$33K 0.27% 140
2023
Q1 		$232K Sell
1,914
-7
-0.4% -$770 0.31% 125
2022
Q4 		$224K Buy
+1,921
New +$191K 0.39% 93

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

Phillips Wealth Planners's FISV Position: Q4 2025 in Review

Phillips Wealth Planners sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,998 shares — an estimated $250K sold.

Phillips Wealth Planners first reported a position in FISV in Q4 2022 and held it in 11 quarters. The position peaked at $400K in Q1 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Phillips Wealth Planners reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 1,998 Fiserv Inc shares in Q4 2025, an estimated $250K.
  • Phillips Wealth Planners first reported a position in Fiserv Inc in Q4 2022 and held it in 11 quarters.
  • Phillips Wealth Planners's Fiserv Inc position peaked at $400K in Q1 2025.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Phillips Wealth Planners's 13F filing for Q4 2025, filed 10 Feb 2026.