WA
FISV

Wealth Alliance’s Fiserv Inc FISV Stock Holding History

Wealth Alliance’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
-1,897
Closed -$245K – 569
2025
Q3 		$245K Sell
1,897
-135
-7% -$19.3K 0.03% 482
2025
Q2 		$350K Sell
2,032
-714
-26% -$129K 0.04% 367
2025
Q1 		$606K Buy
2,746
+758
+38% +$166K 0.07% 240
2024
Q4 		$408K Buy
1,988
+66
+3% +$13.5K 0.05% 300
2024
Q3 		$345K Sell
1,922
-787
-29% -$130K 0.04% 366
2024
Q2 		$404K Sell
2,709
-1,276
-32% -$193K 0.05% 304
2024
Q1 		$637K Sell
3,985
-965
-19% -$141K 0.08% 225
2023
Q4 		$658K Buy
4,950
+1,164
+31% +$143K 0.09% 216
2023
Q3 		$428K Buy
3,786
+474
+14% +$58.4K 0.07% 263
2023
Q2 		$418K Buy
3,312
+273
+9% +$32.1K 0.06% 284
2023
Q1 		$343K Sell
3,039
-3,011
-50% -$331K 0.06% 321
2022
Q4 		$611K Buy
6,050
+2,374
+65% +$236K 0.11% 204
2022
Q3 		$344K Buy
3,676
+238
+7% +$24.3K 0.07% 291
2022
Q2 		$305K Buy
+3,438
New +$333K 0.06% 318

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 $413B AUM 44.57% 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

Wealth Alliance's FISV Position: Q4 2025 in Review

Wealth Alliance sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,897 shares — an estimated $245K sold.

Wealth Alliance first reported a position in FISV in Q2 2022 and held it in 14 quarters. The position peaked at $658K in Q4 2023. 1,397 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Wealth Alliance reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Wealth Alliance sold 1,897 Fiserv Inc shares in Q4 2025, an estimated $245K.
  • Wealth Alliance first reported a position in Fiserv Inc in Q2 2022 and held it in 14 quarters.
  • Wealth Alliance's Fiserv Inc position peaked at $658K in Q4 2023.
  • 1,397 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

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