RWA
FISV

Redmont Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Redmont 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 		$15.5K Hold
231
– – 0.02% 147
2025
Q3 		$29.8K Hold
231
– – 0.04% 122
2025
Q2 		$39.8K Buy
+231
New +$41.9K 0.06% 108
2024
Q4 		– Sell
-231
Closed -$41.5K – 154
2024
Q3 		$41.5K Hold
231
– – 0.06% 99
2024
Q2 		$34.4K Hold
231
– – 0.05% 104
2024
Q1 		$36.9K Buy
+231
New +$33.6K 0.05% 107

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

Redmont Wealth Advisors's FISV Position: Q4 2025 in Review

Redmont Wealth Advisors held its Fiserv Inc (FISV) position steady in Q4 2025 at 231 shares worth $15.5K. The position accounts for 0.02% of the portfolio, ranked #147.

Redmont Wealth Advisors first reported a position in FISV in Q1 2024 and has held it in 6 quarters since. The position peaked at $41.5K in Q3 2024. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Redmont Wealth Advisors held 231 shares of Fiserv Inc worth $15.5K as of Q4 2025.
  • Redmont Wealth Advisors left its Fiserv Inc share count unchanged in Q4 2025.
  • Fiserv Inc made up 0.02% of Redmont Wealth Advisors's portfolio in Q4 2025, its #147 holding.
  • Redmont Wealth Advisors first reported a position in Fiserv Inc in Q1 2024 and has held it in 6 quarters since.
  • Redmont Wealth Advisors's Fiserv Inc position peaked at $41.5K in Q3 2024.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

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