WFA of San Diego’s Fiserv Inc FISV Stock Holding History

WFA of San Diego’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	-320	Closed	-$55.2K	–	424
2025 Q2	$55.2K	Buy	+320	New	+$58K	0.04%	191
2024 Q3	$129K	Hold	720	–	–	0.11%	112
2024 Q2	$107K	Buy	+720	New	+$109K	0.1%	118
2023 Q3	$81.3K	Hold	720	–	–	0.08%	131
2023 Q2	$90.8K	Buy	+720	New	+$84.8K	0.09%	122
2023 Q1	–	Sell	-870	Closed	-$87.9K	–	181
2022 Q4	$87.9K	Buy	+870	New	+$86.6K	0.07%	145
2022 Q3	–	Sell	-870	Closed	-$77K	–	183
2022 Q2	$77K	Buy	+870	New	+$84.4K	0.07%	137
2022 Q1	–	Sell	-1,130	Closed	-$117K	–	110
2021 Q4	$117K	Hold	1,130	–	–	0.07%	157
2021 Q3	$123K	Buy	+1,130	New	+$126K	0.09%	128
2020 Q4	–	Sell	-2,050	Closed	-$211K	–	98
2020 Q3	$211K	Hold	2,050	–	–	0.2%	74
2020 Q2	$200K	Buy	+2,050	New	+$206K	0.05%	246

Other funds holding FISV

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 of San Diego's FISV Position: Q3 2025 in Review

WFA of San Diego sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 320 shares — an estimated $55.2K sold.

WFA of San Diego first reported a position in FISV in Q2 2020 and held it in 11 quarters. The position peaked at $211K in Q3 2020. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

WFA of San Diego reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
WFA of San Diego sold 320 Fiserv Inc shares in Q3 2025, an estimated $55.2K.
WFA of San Diego first reported a position in Fiserv Inc in Q2 2020 and held it in 11 quarters.
WFA of San Diego's Fiserv Inc position peaked at $211K in Q3 2020.
1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on WFA of San Diego's 13F filing for Q3 2025, filed 17 Feb 2026.