SWC
FISV

Spectrum Wealth Counsel’s Fiserv Inc FISV Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$1M Buy
+4,540
New +$994K 0.12% 72

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spectrum Wealth Counsel's FISV Position: Q1 2025 in Review

Spectrum Wealth Counsel opened a new position in Fiserv Inc (FISV) in Q1 2025: 4,540 shares worth $1M. The stake represents 0.12% of the portfolio and ranks #72 among its holdings.

1,933 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Spectrum Wealth Counsel held 4,540 shares of Fiserv Inc worth $1M as of Q1 2025.
  • Fiserv Inc was a new Spectrum Wealth Counsel position in Q1 2025.
  • Fiserv Inc made up 0.12% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #72 holding.
  • 1,933 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.