PWMAG
FISV

Pinnacle Wealth Management Advisory Group’s Fiserv Inc FISV Stock Holding History

Pinnacle Wealth Management Advisory Group’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
-2,648
Closed -$341K – 526
2025
Q3 		$341K Sell
2,648
-163
-6% -$23.4K 0.03% 286
2025
Q2 		$485K Buy
2,811
+77
+3% +$14K 0.04% 226
2025
Q1 		$604K Buy
2,734
+8
+0.3% +$1.75K 0.06% 183
2024
Q4 		$560K Sell
2,726
-23
-0.8% -$4.7K 0.05% 182
2024
Q3 		$494K Sell
2,749
-11
-0.4% -$1.81K 0.05% 205
2024
Q2 		$411K Buy
2,760
+101
+4% +$15.3K 0.04% 219
2024
Q1 		$425K Buy
2,659
+59
+2% +$8.59K 0.05% 211
2023
Q4 		$345K Sell
2,600
-94
-3% -$11.5K 0.04% 225
2023
Q3 		$304K Buy
2,694
+795
+42% +$97.9K 0.04% 231
2023
Q2 		$240K Buy
1,899
+8
+0.4% +$942 0.03% 280
2023
Q1 		$214K Buy
+1,891
New +$208K 0.03% 286

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

Pinnacle Wealth Management Advisory Group's FISV Position: Q4 2025 in Review

Pinnacle Wealth Management Advisory Group sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,648 shares — an estimated $341K sold.

Pinnacle Wealth Management Advisory Group first reported a position in FISV in Q1 2023 and held it in 11 quarters. The position peaked at $604K in Q1 2025. 1,397 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Pinnacle Wealth Management Advisory Group reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 2,648 Fiserv Inc shares in Q4 2025, an estimated $341K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Fiserv Inc in Q1 2023 and held it in 11 quarters.
  • Pinnacle Wealth Management Advisory Group's Fiserv Inc position peaked at $604K in Q1 2025.
  • 1,397 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2025, filed 2 Feb 2026.