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Wallace Advisory Group’s Fiserv Inc FISV Stock Holding History

Wallace Advisory Group’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
-3,066
Closed -$529K – 141
2025
Q3 		$529K Buy
3,066
+594
+24% +$85.1K 0.42% 67
2025
Q2 		$546K Sell
2,472
-492
-17% -$89.2K 0.4% 74
2025
Q1 		$609K Sell
2,964
-228
-7% -$49.9K 0.42% 62
2024
Q4 		$573K Sell
3,192
-125
-4% -$25.5K 0.4% 65
2024
Q3 		$494K Hold
3,317
– – 0.36% 68
2024
Q2 		$494K Sell
3,317
-381
-10% -$57.7K 0.36% 70
2024
Q1 		$491K Sell
3,698
-171
-4% -$24.9K 0.37% 72
2023
Q4 		$437K Sell
3,869
-439
-10% -$53.9K 0.34% 75
2023
Q3 		$543K Sell
4,308
-208
-5% -$25.6K 0.39% 57
2023
Q2 		$510K Hold
4,516
– – 0.39% 68
2023
Q1 		$510K Buy
4,516
+969
+27% +$107K 0.39% 68
2022
Q4 		$358K Buy
+3,547
New +$353K 0.28% 101

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

Wallace Advisory Group's FISV Position: Q4 2025 in Review

Wallace Advisory Group sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,066 shares — an estimated $529K sold.

Wallace Advisory Group first reported a position in FISV in Q4 2022 and held it in 12 quarters. The position peaked at $609K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Wallace Advisory Group reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 3,066 Fiserv Inc shares in Q4 2025, an estimated $529K.
  • Wallace Advisory Group first reported a position in Fiserv Inc in Q4 2022 and held it in 12 quarters.
  • Wallace Advisory Group's Fiserv Inc position peaked at $609K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.