Western Pacific Wealth Management’s Fiserv Inc FISV Stock Holding History

Western Pacific Wealth 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	-877	Closed	-$113K	–	188
2025 Q3	$113K	Hold	877	–	–	0.11%	93
2025 Q2	$151K	Hold	877	–	–	0.15%	83
2025 Q1	$194K	Sell	877 -1,295	-60%	-$284K	0.18%	62
2024 Q4	$446K	Buy	2,172 +710	+49%	+$145K	0.36%	30
2024 Q3	$263K	Hold	1,462	–	–	0.17%	44
2024 Q2	$218K	Sell	1,462 -295	-17%	-$44.7K	0.16%	45
2024 Q1	$281K	Sell	1,757 -305	-15%	-$44.4K	0.2%	33
2023 Q4	$274K	Buy	2,062 +95	+5%	+$11.7K	0.2%	34
2023 Q3	$222K	Buy	1,967 +195	+11%	+$24K	0.18%	38
2023 Q2	$224K	Hold	1,772	–	–	0.17%	36
2023 Q1	$200K	Hold	1,772	–	–	0.15%	37
2022 Q4	$179K	Buy	1,772 +550	+45%	+$54.8K	0.15%	40
2022 Q3	$114K	Buy	+1,222	New	+$125K	0.11%	46

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Western Pacific Wealth Management's FISV Position: Q4 2025 in Review

Western Pacific Wealth Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 877 shares — an estimated $113K sold.

Western Pacific Wealth Management first reported a position in FISV in Q3 2022 and held it in 13 quarters. The position peaked at $446K in Q4 2024. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Western Pacific Wealth Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Western Pacific Wealth Management sold 877 Fiserv Inc shares in Q4 2025, an estimated $113K.
Western Pacific Wealth Management first reported a position in Fiserv Inc in Q3 2022 and held it in 13 quarters.
Western Pacific Wealth Management's Fiserv Inc position peaked at $446K in Q4 2024.
1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Western Pacific Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.