Signature Wealth Management Group’s Fiserv Inc FISV Stock Holding History

Signature Wealth Management 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	-11,234	Closed	-$1.45M	–	110
2025 Q3	$1.45M	Sell	11,234 -16	-0.1%	-$2.29K	0.56%	61
2025 Q2	$1.94M	Buy	11,250 +228	+2%	+$41.3K	0.77%	54
2025 Q1	$2.43M	Sell	11,022 -419	-4%	-$91.7K	0.95%	39
2024 Q4	$2.35M	Buy	11,441 +377	+3%	+$77K	0.94%	43
2024 Q3	$1.99M	Buy	11,064 +365	+3%	+$60.2K	0.8%	46
2024 Q2	$1.59M	Buy	10,699 +450	+4%	+$68.1K	0.7%	56
2024 Q1	$1.52M	Buy	10,249 +561	+6%	+$81.7K	0.69%	52
2023 Q4	$1.29M	Buy	+9,688	New	+$1.19M	0.59%	60

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Signature Wealth Management Group sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 11,234 shares — an estimated $1.45M sold.

Signature Wealth Management Group first reported a position in FISV in Q4 2023 and held it in 8 quarters. The position peaked at $2.43M in Q1 2025. 1,395 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Signature Wealth Management Group reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Signature Wealth Management Group sold 11,234 Fiserv Inc shares in Q4 2025, an estimated $1.45M.
Signature Wealth Management Group first reported a position in Fiserv Inc in Q4 2023 and held it in 8 quarters.
Signature Wealth Management Group's Fiserv Inc position peaked at $2.43M in Q1 2025.
1,395 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Signature Wealth Management Group's 13F filing for Q4 2025, filed 15 Jan 2026.