WGCA
FISV

Wolf Group Capital Advisors’s Fiserv Inc FISV Stock Holding History

Wolf Group Capital Advisors’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
Q1 		$323K Sell
1,463
-11,915
-89% -$2.61M 0.11% 124
2024
Q4 		$1.69M Hold
13,378
– – 0.82% 43
2024
Q3 		$1.69M Buy
13,378
+1,363
+11% +$225K 0.8% 44
2024
Q2 		$1.79M Sell
12,015
-1,363
-10% -$206K 0.71% 51
2024
Q1 		$1.69M Hold
13,378
– – 0.8% 44
2023
Q4 		$1.69M Buy
13,378
+679
+5% +$83.3K 0.8% 44
2023
Q3 		$1.43M Sell
12,699
-699
-5% -$86.1K 0.68% 55
2023
Q2 		$1.51M Sell
13,398
-1,430
-10% -$168K 0.75% 47
2023
Q1 		$1.68M Sell
14,828
-1,184
-7% -$130K 0.83% 42
2022
Q4 		$1.62M Sell
16,012
-992
-6% -$98.8K 0.76% 50
2022
Q3 		$1.59M Sell
17,004
-118
-0.7% -$12K 0.87% 41
2022
Q2 		$1.52M Sell
17,122
-1,124
-6% -$109K 0.79% 50
2022
Q1 		$1.85M Sell
18,246
-37,830
-67% -$3.83M 0.95% 42
2021
Q4 		$5.82M Buy
56,076
+37,714
+205% +$3.9M 0.95% 39
2021
Q3 		$1.99M Buy
18,362
+41
+0.2% +$4.58K 1.09% 29
2021
Q2 		$1.96M Buy
18,321
+405
+2% +$47.1K 1.05% 34
2021
Q1 		$2.13M Buy
17,916
+424
+2% +$48.7K 1.23% 27
2020
Q4 		$1.99M Sell
17,492
-59
-0.3% -$6.36K 1.23% 26
2020
Q3 		$1.81M Buy
+17,551
New +$1.75M 1.26% 30

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolf Group Capital Advisors's FISV Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its Fiserv Inc (FISV) stake by 89% in Q1 2025, selling an estimated $2.61M and leaving 1,463 shares worth $323K. The position accounts for 0.11% of the portfolio, ranked #124.

Wolf Group Capital Advisors first reported a position in FISV in Q3 2020 and has held it in 19 quarters since. The position peaked at $5.82M in Q4 2021. 1,934 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Wolf Group Capital Advisors held 1,463 shares of Fiserv Inc worth $323K as of Q1 2025.
  • Wolf Group Capital Advisors sold 11,915 Fiserv Inc shares in Q1 2025, an estimated $2.61M.
  • Fiserv Inc made up 0.11% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #124 holding.
  • Wolf Group Capital Advisors first reported a position in Fiserv Inc in Q3 2020 and has held it in 19 quarters since.
  • Wolf Group Capital Advisors's Fiserv Inc position peaked at $5.82M in Q4 2021.
  • 1,934 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.