WCM
FISV

WealthBridge Capital Management’s Fiserv Inc FISV Stock Holding History

WealthBridge Capital Management’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
-2,229
Closed -$287K – 212
2025
Q3 		$287K Hold
2,229
– – 0.07% 172
2025
Q2 		$384K Hold
2,229
– – 0.1% 144
2025
Q1 		$492K Hold
2,229
– – 0.14% 107
2024
Q4 		$458K Hold
2,229
– – 0.13% 116
2024
Q3 		$400K Buy
+2,229
New +$368K 0.11% 130

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

WealthBridge Capital Management's FISV Position: Q4 2025 in Review

WealthBridge Capital Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,229 shares — an estimated $287K sold.

WealthBridge Capital Management first reported a position in FISV in Q3 2024 and held it in 5 quarters. The position peaked at $492K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • WealthBridge Capital Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • WealthBridge Capital Management sold 2,229 Fiserv Inc shares in Q4 2025, an estimated $287K.
  • WealthBridge Capital Management first reported a position in Fiserv Inc in Q3 2024 and held it in 5 quarters.
  • WealthBridge Capital Management's Fiserv Inc position peaked at $492K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on WealthBridge Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.