WGAM
FISV

Wilkinson Global Asset Management’s Fiserv Inc FISV Stock Holding History

Wilkinson Global 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
Q2 		– Sell
-1,065
Closed -$235K – 76
2025
Q1 		$235K Hold
1,065
– – 0.01% 73
2024
Q4 		$219K Buy
+1,065
New +$217K 0.01% 78
2022
Q1 		– Sell
-1,995
Closed -$207K – 93
2021
Q4 		$207K Sell
1,995
-1,175
-37% -$121K 0.01% 91
2021
Q3 		$344K Sell
3,170
-175,874
-98% -$19.6M 0.02% 75
2021
Q2 		$19.1M Sell
179,044
-1,381
-0.8% -$161K 1.13% 32
2021
Q1 		$21.5M Buy
+180,425
New +$20.7M 1.36% 31

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wilkinson Global Asset Management's FISV Position: Q2 2025 in Review

Wilkinson Global Asset Management sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,065 shares — an estimated $235K sold.

Wilkinson Global Asset Management first reported a position in FISV in Q1 2021 and held it in 6 quarters. The position peaked at $21.5M in Q1 2021. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Wilkinson Global Asset Management reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Wilkinson Global Asset Management sold 1,065 Fiserv Inc shares in Q2 2025, an estimated $235K.
  • Wilkinson Global Asset Management first reported a position in Fiserv Inc in Q1 2021 and held it in 6 quarters.
  • Wilkinson Global Asset Management's Fiserv Inc position peaked at $21.5M in Q1 2021.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.