WCM
FISV

WealthTrak Capital Management’s Fiserv Inc FISV Stock Holding History

WealthTrak 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
Q3 		– Sell
-20
Closed -$3.45K – 378
2025
Q2 		$3.45K Sell
20
-15
-43% -$2.72K ﹤0.01% 349
2025
Q1 		$7.73K Buy
35
+20
+133% +$4.38K 0.01% 191
2024
Q4 		$3.08K Buy
+15
New +$3.06K ﹤0.01% 263

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthTrak Capital Management's FISV Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 20 shares — an estimated $3.45K sold.

WealthTrak Capital Management first reported a position in FISV in Q4 2024 and held it in 3 quarters. The position peaked at $7.73K in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 20 Fiserv Inc shares in Q3 2025, an estimated $3.45K.
  • WealthTrak Capital Management first reported a position in Fiserv Inc in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Fiserv Inc position peaked at $7.73K in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.