TCPW
FISV

Twin City Private Wealth’s Fiserv Inc FISV Stock Holding History

Twin City Private 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
-3,562
Closed -$459K – 96
2025
Q3 		$459K Buy
3,562
+170
+5% +$24.4K 0.36% 78
2025
Q2 		$585K Buy
3,392
+127
+4% +$23K 0.48% 71
2025
Q1 		$721K Sell
3,265
-219
-6% -$47.9K 0.63% 62
2024
Q4 		$716K Buy
3,484
+85
+3% +$17.4K 0.63% 61
2024
Q3 		$611K Buy
3,399
+12
+0.4% +$1.98K 0.53% 67
2024
Q2 		$505K Buy
3,387
+288
+9% +$43.6K 0.48% 70
2024
Q1 		$495K Buy
+3,099
New +$451K 0.49% 67

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

Twin City Private Wealth's FISV Position: Q4 2025 in Review

Twin City Private Wealth sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,562 shares — an estimated $459K sold.

Twin City Private Wealth first reported a position in FISV in Q1 2024 and held it in 7 quarters. The position peaked at $721K in Q1 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Twin City Private Wealth reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Twin City Private Wealth sold 3,562 Fiserv Inc shares in Q4 2025, an estimated $459K.
  • Twin City Private Wealth first reported a position in Fiserv Inc in Q1 2024 and held it in 7 quarters.
  • Twin City Private Wealth's Fiserv Inc position peaked at $721K in Q1 2025.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

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