PIWA
FISV

Prevail Innovative Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Prevail Innovative Wealth Advisors’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
-1,739
Closed -$224K – 203
2025
Q3 		$224K Hold
1,739
– – 0.04% 194
2025
Q2 		$300K Hold
1,739
– – 0.07% 175
2025
Q1 		$384K Hold
1,739
– – 0.1% 151
2024
Q4 		$357K Buy
1,739
+102
+6% +$20.8K 0.1% 135
2024
Q3 		$294K Sell
1,637
-2
-0.1% -$330 0.09% 138
2024
Q2 		$244K Buy
1,639
+7
+0.4% +$1.06K 0.09% 135
2024
Q1 		$261K Buy
1,632
+32
+2% +$4.66K 0.1% 144
2023
Q4 		$213K Buy
+1,600
New +$196K 0.1% 128
2023
Q3 		– Sell
-1,600
Closed -$202K – 133
2023
Q2 		$202K Buy
+1,600
New +$188K 0.11% 99

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

Prevail Innovative Wealth Advisors's FISV Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,739 shares — an estimated $224K sold.

Prevail Innovative Wealth Advisors first reported a position in FISV in Q2 2023 and held it in 9 quarters. The position peaked at $384K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 1,739 Fiserv Inc shares in Q4 2025, an estimated $224K.
  • Prevail Innovative Wealth Advisors first reported a position in Fiserv Inc in Q2 2023 and held it in 9 quarters.
  • Prevail Innovative Wealth Advisors's Fiserv Inc position peaked at $384K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.