WAS
FISV

WESPAC Advisors SoCal’s Fiserv Inc FISV Stock Holding History

WESPAC Advisors SoCal’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
-9,316
Closed -$1.61M – 111
2025
Q2 		$1.61M Buy
9,316
+4,563
+96% +$828K 0.36% 61
2025
Q1 		$1.05M Buy
4,753
+958
+25% +$210K 0.27% 63
2024
Q4 		$780K Buy
+3,795
New +$775K 0.18% 72
2019
Q2 		– Sell
-420
Closed -$37K – 162
2019
Q1 		$37K Hold
420
– – 0.02% 130
2018
Q4 		$30K Buy
+420
New +$32.5K 0.02% 147

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

WESPAC Advisors SoCal's FISV Position: Q3 2025 in Review

WESPAC Advisors SoCal sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 9,316 shares — an estimated $1.61M sold.

WESPAC Advisors SoCal first reported a position in FISV in Q4 2018 and held it in 5 quarters. The position peaked at $1.61M in Q2 2025. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • WESPAC Advisors SoCal reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 9,316 Fiserv Inc shares in Q3 2025, an estimated $1.61M.
  • WESPAC Advisors SoCal first reported a position in Fiserv Inc in Q4 2018 and held it in 5 quarters.
  • WESPAC Advisors SoCal's Fiserv Inc position peaked at $1.61M in Q2 2025.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2025, filed 22 Oct 2025.