WFA
FISV

Wellspring Financial Advisors’s Fiserv Inc FISV Stock Holding History

Wellspring Financial Advisors’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
-2,101
Closed -$362K – 187
2025
Q2 		$362K Buy
2,101
+654
+45% +$119K 0.04% 100
2025
Q1 		$320K Sell
1,447
-243
-14% -$53.2K 0.04% 94
2024
Q4 		$347K Sell
1,690
-2,110
-56% -$431K 0.04% 90
2024
Q3 		$683K Buy
3,800
+2,102
+124% +$347K 0.08% 69
2024
Q2 		$253K Buy
1,698
+441
+35% +$66.8K 0.03% 117
2024
Q1 		$201K Buy
+1,257
New +$183K 0.03% 130

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

Wellspring Financial Advisors's FISV Position: Q3 2025 in Review

Wellspring Financial Advisors sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 2,101 shares — an estimated $362K sold.

Wellspring Financial Advisors first reported a position in FISV in Q1 2024 and held it in 6 quarters. The position peaked at $683K in Q3 2024. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Wellspring Financial Advisors reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Wellspring Financial Advisors sold 2,101 Fiserv Inc shares in Q3 2025, an estimated $362K.
  • Wellspring Financial Advisors first reported a position in Fiserv Inc in Q1 2024 and held it in 6 quarters.
  • Wellspring Financial Advisors's Fiserv Inc position peaked at $683K in Q3 2024.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Wellspring Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.