Tred Avon Family Wealth’s Fiserv Inc FISV Stock Holding History

Tred Avon Family Wealth’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	-4,542	Closed	-$586K	–	259
2025 Q3	$586K	Buy	+4,542	New	+$651K	0.2%	136

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

Tred Avon Family Wealth's FISV Position: Q4 2025 in Review

Tred Avon Family Wealth sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 4,542 shares — an estimated $586K sold.

Tred Avon Family Wealth first reported a position in FISV in Q3 2025 and held it in 1 quarter. The position peaked at $586K in Q3 2025. 1,395 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Tred Avon Family Wealth reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Tred Avon Family Wealth sold 4,542 Fiserv Inc shares in Q4 2025, an estimated $586K.
Tred Avon Family Wealth first reported a position in Fiserv Inc in Q3 2025 and held it in 1 quarter.
Tred Avon Family Wealth's Fiserv Inc position peaked at $586K in Q3 2025.
1,395 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Tred Avon Family Wealth's 13F filing for Q4 2025, filed 27 Jan 2026.