SEC 13F Intelligence

Palumbo Wealth Management LLC / FISV

Palumbo Wealth Management LLC’s Fiserv Inc Position

Does Palumbo Wealth Management LLC own Fiserv Inc (FISV)? Not currently — the last reported position was 18.9K shares worth $3M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q2 2025
Shares
18.9K
% of Portfolio
+1.01%
Quarters Held
9
position exited

Position History FISV

Reported value by quarter
Q2 ’23: $425,757Q2 ’23Q3 ’23: $1MQ4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $4MQ2 ’25: $3MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202518.9K$3M+1.01%
Q1 202519.0K$4M+1.40%
Q4 202416.4K$3M+1.25%
Q3 202414.8K$3M+1.03%
Q2 202414.4K$2M+0.91%
Q1 202413.4K$2M+0.96%
Q4 202310.4K$1M+0.71%
Q3 20239.9K$1M+0.62%
Q2 20233.4K$425,757+0.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Palumbo Wealth Management LLC’s full portfolio or all institutional holders of FISV.