RPWA
FISV

Regent Peak Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Regent Peak 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
-2,280
Closed -$294K – 202
2025
Q3 		$294K Buy
+2,280
New +$327K 0.06% 135
2025
Q1 		$514K Sell
2,329
-15
-0.6% -$3.28K 0.12% 80
2024
Q4 		$482K Buy
2,344
+1
+0% +$204 0.11% 90
2024
Q3 		$421K Buy
2,343
+28
+1% +$4.62K 0.1% 96
2024
Q2 		$3.45M Buy
2,315
+31
+1% +$4.69K 0.79% 25
2024
Q1 		$365K Sell
2,284
-9
-0.4% -$1.31K 0.09% 103
2023
Q4 		$305K Buy
2,293
+5
+0.2% +$614 0.08% 109
2023
Q3 		$258K Buy
2,288
+18
+0.8% +$2.22K 0.08% 121
2023
Q2 		$286K Sell
2,270
-16
-0.7% -$1.88K 0.08% 109
2023
Q1 		$258K Buy
2,286
+7
+0.3% +$770 0.08% 120
2022
Q4 		$230K Buy
+2,279
New +$227K 0.08% 143
2021
Q1 		– Sell
-1,520
Closed -$173K – 434
2020
Q4 		$173K Buy
+1,520
New +$164K 0.06% 152

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

Regent Peak Wealth Advisors's FISV Position: Q4 2025 in Review

Regent Peak Wealth Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,280 shares — an estimated $294K sold.

Regent Peak Wealth Advisors first reported a position in FISV in Q4 2020 and held it in 12 quarters. The position peaked at $3.45M in Q2 2024. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Regent Peak Wealth Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 2,280 Fiserv Inc shares in Q4 2025, an estimated $294K.
  • Regent Peak Wealth Advisors first reported a position in Fiserv Inc in Q4 2020 and held it in 12 quarters.
  • Regent Peak Wealth Advisors's Fiserv Inc position peaked at $3.45M in Q2 2024.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.