WA
FISV

Wambolt & Associates’s Fiserv Inc FISV Stock Holding History

Wambolt & Associates’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
Q2 		$499K Buy
2,888
+586
+25% +$106K 0.17% 114
2025
Q1 		$511K Sell
2,302
-475
-17% -$104K 0.17% 113
2024
Q4 		$570K Sell
2,777
-52
-2% -$10.6K 0.18% 115
2024
Q3 		$513K Sell
2,829
-16
-0.6% -$2.64K 0.14% 123
2024
Q2 		$419K Sell
2,845
-53
-2% -$8.02K 0.12% 141
2024
Q1 		$460K Sell
2,898
-146
-5% -$21.3K 0.14% 146
2023
Q4 		$404K Hold
3,044
– – 0.13% 180
2023
Q3 		$344K Buy
3,044
+165
+6% +$20.3K 0.12% 192
2023
Q2 		$363K Sell
2,879
-331
-10% -$39K 0.13% 184
2023
Q1 		$362K Sell
3,210
-697
-18% -$76.7K 0.13% 192
2022
Q4 		$395K Sell
3,907
-150
-4% -$14.9K 0.15% 171
2022
Q3 		$380K Hold
4,057
– – 0.16% 166
2022
Q2 		$361K Sell
4,057
-94
-2% -$9.12K 0.15% 173
2022
Q1 		$428K Sell
4,151
-6
-0.1% -$607 0.16% 163
2021
Q4 		$431K Sell
4,157
-402
-9% -$41.6K 0.16% 163
2021
Q3 		$500K Sell
4,559
-678
-13% -$75.8K 0.2% 146
2021
Q2 		$567K Buy
5,237
+85
+2% +$9.88K 0.24% 134
2021
Q1 		$629K Sell
5,152
-108
-2% -$12.4K 0.33% 104
2020
Q4 		$599K Buy
5,260
+64
+1% +$6.9K 0.36% 97
2020
Q3 		$535K Sell
5,196
-64
-1% -$6.37K 0.4% 89
2020
Q2 		$513K Buy
5,260
+1,894
+56% +$191K 0.4% 88
2020
Q1 		$320K Buy
+3,366
New +$374K 0.33% 104

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wambolt & Associates's FISV Position: Q2 2025 in Review

Wambolt & Associates increased its Fiserv Inc (FISV) stake by 25% in Q2 2025, buying an estimated $106K and bringing the position to 2,888 shares worth $499K. The position accounts for 0.17% of the portfolio, ranked #114.

Wambolt & Associates first reported a position in FISV in Q1 2020 and has held it in 22 quarters since. The position peaked at $629K in Q1 2021. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Wambolt & Associates held 2,888 shares of Fiserv Inc worth $499K as of Q2 2025.
  • Wambolt & Associates bought 586 Fiserv Inc shares in Q2 2025, an estimated $106K.
  • Fiserv Inc made up 0.17% of Wambolt & Associates's portfolio in Q2 2025, its #114 holding.
  • Wambolt & Associates first reported a position in Fiserv Inc in Q1 2020 and has held it in 22 quarters since.
  • Wambolt & Associates's Fiserv Inc position peaked at $629K in Q1 2021.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.