WF
FISV

WoodTrust Financial’s Fiserv Inc FISV Stock Holding History

WoodTrust Financial’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
-2,307
Closed -$297K – 183
2025
Q3 		$297K Hold
2,307
– – 0.04% 152
2025
Q2 		$398K Sell
2,307
-300
-12% -$54.4K 0.05% 113
2025
Q1 		$576K Hold
2,607
– – 0.08% 107
2024
Q4 		$536K Buy
2,607
+786
+43% +$160K 0.08% 113
2024
Q3 		$327K Buy
1,821
+14
+0.8% +$2.31K 0.05% 135
2024
Q2 		$269K Sell
1,807
-101
-5% -$15.3K 0.04% 150
2024
Q1 		$305K Buy
1,908
+306
+19% +$44.6K 0.05% 137
2023
Q4 		$213K Sell
1,602
-300
-16% -$36.8K 0.04% 157
2023
Q3 		$215K Buy
1,902
+300
+19% +$36.9K 0.04% 144
2023
Q2 		$202K Buy
+1,602
New +$189K 0.04% 148
2021
Q4 		– Sell
-1,988
Closed -$216K – 146
2021
Q3 		$216K Sell
1,988
-1,100
-36% -$123K 0.05% 125
2021
Q2 		$330K Sell
3,088
-19
-0.6% -$2.21K 0.09% 95
2021
Q1 		$370K Sell
3,107
-500
-14% -$57.4K 0.11% 60
2020
Q4 		$411K Buy
3,607
+600
+20% +$64.7K 0.13% 57
2020
Q3 		$310K Sell
3,007
-375
-11% -$37.3K 0.11% 70
2020
Q2 		$330K Buy
3,382
+605
+22% +$60.9K 0.13% 59
2020
Q1 		$264K Buy
+2,777
New +$308K 0.12% 61

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WoodTrust Financial's FISV Position: Q4 2025 in Review

WoodTrust Financial sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,307 shares — an estimated $297K sold.

WoodTrust Financial first reported a position in FISV in Q1 2020 and held it in 17 quarters. The position peaked at $576K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • WoodTrust Financial reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • WoodTrust Financial sold 2,307 Fiserv Inc shares in Q4 2025, an estimated $297K.
  • WoodTrust Financial first reported a position in Fiserv Inc in Q1 2020 and held it in 17 quarters.
  • WoodTrust Financial's Fiserv Inc position peaked at $576K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on WoodTrust Financial's 13F filing for Q4 2025, filed 30 Jan 2026.