TWM
FISV

Tradition Wealth Management’s Fiserv Inc FISV Stock Holding History

Tradition Wealth Management’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
-1,323
Closed -$228K – 496
2025
Q2 		$228K Buy
+1,323
New +$240K 0.02% 406
2024
Q1 		– Sell
-406
Closed -$54K – 658
2023
Q4 		$54K Buy
406
+45
+12% +$5.52K 0.01% 604
2023
Q3 		$41K Hold
361
– – ﹤0.01% 652
2023
Q2 		$46K Buy
361
+5
+1% +$589 0.01% 647
2023
Q1 		$40K Buy
+356
New +$39.2K 0.01% 674
2021
Q1 		– Sell
-1
Closed – – 870
2020
Q4 		$0 Buy
+1
New +$108 ﹤0.01% 1052

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

Tradition Wealth Management's FISV Position: Q3 2025 in Review

Tradition Wealth Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,323 shares — an estimated $228K sold.

Tradition Wealth Management first reported a position in FISV in Q4 2020 and held it in 6 quarters. The position peaked at $228K in Q2 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Tradition Wealth Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Tradition Wealth Management sold 1,323 Fiserv Inc shares in Q3 2025, an estimated $228K.
  • Tradition Wealth Management first reported a position in Fiserv Inc in Q4 2020 and held it in 6 quarters.
  • Tradition Wealth Management's Fiserv Inc position peaked at $228K in Q2 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Tradition Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.