TW
FISV

TritonPoint Wealth’s Fiserv Inc FISV Stock Holding History

TritonPoint 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
-3,249
Closed -$419K – 302
2025
Q3 		$419K Sell
3,249
-488
-13% -$69.9K 0.04% 241
2025
Q2 		$644K Buy
3,737
+1,890
+102% +$343K 0.06% 189
2025
Q1 		$408K Buy
1,847
+131
+8% +$28.7K 0.04% 239
2024
Q4 		$353K Buy
1,716
+2
+0.1% +$408 0.03% 250
2024
Q3 		$306K Buy
1,714
+116
+7% +$19.1K 0.03% 265
2024
Q2 		$238K Buy
+1,598
New +$242K 0.02% 289

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

TritonPoint Wealth's FISV Position: Q4 2025 in Review

TritonPoint Wealth sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,249 shares — an estimated $419K sold.

TritonPoint Wealth first reported a position in FISV in Q2 2024 and held it in 6 quarters. The position peaked at $644K in Q2 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • TritonPoint Wealth reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 3,249 Fiserv Inc shares in Q4 2025, an estimated $419K.
  • TritonPoint Wealth first reported a position in Fiserv Inc in Q2 2024 and held it in 6 quarters.
  • TritonPoint Wealth's Fiserv Inc position peaked at $644K in Q2 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.