TPWA
FISV

TRUE Private Wealth Advisors’s Fiserv Inc FISV Stock Holding History

TRUE Private 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
Q4 		– Sell
-1,676
Closed -$216K – 269
2025
Q3 		$216K Sell
1,676
-109
-6% -$15.6K 0.02% 250
2025
Q2 		$308K Buy
1,785
+86
+5% +$15.6K 0.03% 202
2025
Q1 		$375K Sell
1,699
-12
-0.7% -$2.63K 0.05% 160
2024
Q4 		$352K Buy
1,711
+181
+12% +$37K 0.04% 164
2024
Q3 		$275K Sell
1,530
-3,446
-69% -$568K 0.03% 178
2024
Q2 		$742K Buy
4,976
+114
+2% +$17.3K 0.08% 120
2024
Q1 		$777K Buy
4,862
+119
+3% +$17.3K 0.09% 115
2023
Q4 		$630K Buy
4,743
+760
+19% +$93.3K 0.08% 132
2023
Q3 		$450K Buy
3,983
+521
+15% +$64.2K 0.06% 151
2023
Q2 		$437K Buy
3,462
+78
+2% +$9.18K 0.06% 143
2023
Q1 		$383K Sell
3,384
-38
-1% -$4.18K 0.06% 147
2022
Q4 		$346K Buy
3,422
+221
+7% +$22K 0.05% 151
2022
Q3 		$299K Buy
3,201
+59
+2% +$6.01K 0.05% 152
2022
Q2 		$279K Sell
3,142
-525
-14% -$50.9K 0.04% 173
2022
Q1 		$376K Buy
3,667
+102
+3% +$10.3K 0.05% 150
2021
Q4 		$370K Sell
3,565
-275
-7% -$28.4K 0.05% 179
2021
Q3 		$416K Buy
3,840
+71
+2% +$7.93K 0.06% 161
2021
Q2 		$402K Sell
3,769
-715
-16% -$83.1K 0.06% 152
2021
Q1 		$534K Sell
4,484
-423
-9% -$48.5K 0.09% 130
2020
Q4 		$558K Buy
4,907
+312
+7% +$33.6K 0.09% 116
2020
Q3 		$473K Buy
4,595
+3,135
+215% +$312K 0.08% 128
2020
Q2 		$142K Hold
1,460
– – 0.03% 203
2020
Q1 		$138K Buy
1,460
+14
+1% +$1.55K 0.03% 167
2019
Q4 		$167K Buy
+1,446
New +$160K 0.03% 238
2019
Q3 		– Sell
-1,446
Closed -$131K – 400
2019
Q2 		$131K Buy
+1,446
New +$127K 0.02% 234
2018
Q4 		– Sell
-1,732
Closed -$143K – 485
2018
Q3 		$143K Buy
+1,732
New +$136K 0.02% 305

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

TRUE Private Wealth Advisors's FISV Position: Q4 2025 in Review

TRUE Private Wealth Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,676 shares — an estimated $216K sold.

TRUE Private Wealth Advisors first reported a position in FISV in Q3 2018 and held it in 26 quarters. The position peaked at $777K in Q1 2024. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • TRUE Private Wealth Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,676 Fiserv Inc shares in Q4 2025, an estimated $216K.
  • TRUE Private Wealth Advisors first reported a position in Fiserv Inc in Q3 2018 and held it in 26 quarters.
  • TRUE Private Wealth Advisors's Fiserv Inc position peaked at $777K in Q1 2024.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.