VWA
FISV

Valued Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Valued 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
-34
Closed -$4.38K – 646
2025
Q3 		$4.38K Hold
34
– – ﹤0.01% 301
2025
Q2 		$5.86K Hold
34
– – ﹤0.01% 264
2025
Q1 		$7.51K Hold
34
– – ﹤0.01% 262
2024
Q4 		$6.99K Sell
34
-10
-23% -$2.04K ﹤0.01% 266
2024
Q3 		$7.91K Buy
44
+10
+29% +$1.65K 0.01% 243
2024
Q2 		$5.07K Hold
34
– – ﹤0.01% 273
2024
Q1 		$5.43K Hold
34
– – ﹤0.01% 244
2023
Q4 		$3.84K Buy
+34
New +$4.17K ﹤0.01% 228

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's FISV Position: Q4 2025 in Review

Valued Wealth Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 34 shares — an estimated $4.38K sold.

Valued Wealth Advisors first reported a position in FISV in Q4 2023 and held it in 8 quarters. The position peaked at $7.91K in Q3 2024. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Valued Wealth Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 34 Fiserv Inc shares in Q4 2025, an estimated $4.38K.
  • Valued Wealth Advisors first reported a position in Fiserv Inc in Q4 2023 and held it in 8 quarters.
  • Valued Wealth Advisors's Fiserv Inc position peaked at $7.91K in Q3 2024.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Valued Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.