RWB
FISV

RMR Wealth Builders’s Fiserv Inc FISV Stock Holding History

RMR Wealth Builders’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
-2,001
Closed -$258K – 281
2025
Q3 		$258K Buy
2,001
+198
+11% +$28.4K 0.02% 245
2025
Q2 		$311K Sell
1,803
-26
-1% -$4.71K 0.03% 220
2025
Q1 		$404K Buy
1,829
+30
+2% +$6.57K 0.04% 172
2024
Q4 		$370K Sell
1,799
-8
-0.4% -$1.63K 0.04% 184
2024
Q3 		$325K Sell
1,807
-372
-17% -$61.4K 0.03% 199
2024
Q2 		$325K Sell
2,179
-95
-4% -$14.4K 0.04% 187
2024
Q1 		$363K Buy
+2,274
New +$331K 0.04% 186
2021
Q2 		– Sell
-130
Closed -$15K – 346
2021
Q1 		$15K Sell
130
-85
-40% -$9.76K ﹤0.01% 551
2020
Q4 		$24K Buy
+215
New +$23.2K 0.01% 332

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

RMR Wealth Builders's FISV Position: Q4 2025 in Review

RMR Wealth Builders sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,001 shares — an estimated $258K sold.

RMR Wealth Builders first reported a position in FISV in Q4 2020 and held it in 9 quarters. The position peaked at $404K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • RMR Wealth Builders reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 2,001 Fiserv Inc shares in Q4 2025, an estimated $258K.
  • RMR Wealth Builders first reported a position in Fiserv Inc in Q4 2020 and held it in 9 quarters.
  • RMR Wealth Builders's Fiserv Inc position peaked at $404K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on RMR Wealth Builders's 13F filing for Q4 2025, filed 29 Jan 2026.