SWA
FISV

Strategies Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Strategies 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
Q3 		– Sell
-1,365
Closed -$235K – 189
2025
Q2 		$235K Buy
1,365
+6
+0.4% +$1.09K 0.03% 167
2025
Q1 		$300K Buy
+1,359
New +$298K 0.04% 139

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategies Wealth Advisors's FISV Position: Q3 2025 in Review

Strategies Wealth Advisors sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,365 shares — an estimated $235K sold.

Strategies Wealth Advisors first reported a position in FISV in Q1 2025 and held it in 2 quarters. The position peaked at $300K in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Strategies Wealth Advisors reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Strategies Wealth Advisors sold 1,365 Fiserv Inc shares in Q3 2025, an estimated $235K.
  • Strategies Wealth Advisors first reported a position in Fiserv Inc in Q1 2025 and held it in 2 quarters.
  • Strategies Wealth Advisors's Fiserv Inc position peaked at $300K in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Strategies Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.