WFA Asset Management’s Fiserv Inc FISV Stock Holding History

WFA Asset 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	$128K	Hold	712	–	–	0.07%	67
2025 Q2	$106K	Hold	712	–	–	0.06%	71
2025 Q1	$114K	Hold	712	–	–	0.06%	75
2024 Q4	$146K	Hold	712	–	–	0.08%	68
2024 Q3	$128K	Hold	712	–	–	0.07%	67
2024 Q2	$106K	Hold	712	–	–	0.06%	71
2024 Q1	$114K	Hold	712	–	–	0.06%	75
2023 Q4	$94.6K	Sell	712 -20	-3%	-$2.45K	0.05%	70
2023 Q3	$82.7K	Sell	732 -227	-24%	-$28K	0.05%	76
2023 Q2	$121K	Hold	959	–	–	0.07%	67
2023 Q1	$108K	Hold	959	–	–	0.07%	69
2022 Q4	$96.9K	Sell	959 -91	-9%	-$9.06K	0.06%	71
2022 Q3	$98.2K	Hold	1,050	–	–	0.07%	69
2022 Q2	$93.4K	Hold	1,050	–	–	0.07%	69
2022 Q1	$106K	Hold	1,050	–	–	0.07%	67
2021 Q4	$109K	Buy	+1,050	New	+$109K	0.07%	61

Other funds holding FISV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFA Asset Management's FISV Position: Q3 2025 in Review

WFA Asset Management held its Fiserv Inc (FISV) position steady in Q3 2025 at 712 shares worth $128K. The position accounts for 0.07% of the portfolio, ranked #67.

WFA Asset Management first reported a position in FISV in Q4 2021 and has held it in 16 quarters since. The position peaked at $146K in Q4 2024. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

WFA Asset Management held 712 shares of Fiserv Inc worth $128K as of Q3 2025.
WFA Asset Management left its Fiserv Inc share count unchanged in Q3 2025.
Fiserv Inc made up 0.07% of WFA Asset Management's portfolio in Q3 2025, its #67 holding.
WFA Asset Management first reported a position in Fiserv Inc in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's Fiserv Inc position peaked at $146K in Q4 2024.
1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.