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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

FISV holding history

Fiserv Inc in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FISV overviewAll 13F holders of FISVFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of FISV by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,575−100.0%Sold outHolders
Q3 20251,575$203.1K<0.1%−212−11.9%ReducedHolders
Q2 20251,787$308.1K<0.1%+1,787NewHolders
Q1 20250$00.0%−7,579−100.0%Sold outHolders
Q4 20247,579$1.56M<0.1%+7,579NewHolders
Q3 20240$00.0%−7,698−100.0%Sold outHolders
Q2 20247,698$1.15M<0.1%−2,284−22.9%ReducedHolders
Q1 20249,982$1.60M<0.1%+161+1.6%AddedHolders
Q4 20239,821$1.30M<0.1%+1,966+25.0%AddedHolders
Q3 20237,855$887.3K<0.1%−280−3.4%ReducedHolders
Q2 20238,135$1.03M<0.1%−689−7.8%ReducedHolders
Q1 20238,824$997.4K<0.1%−756−7.9%ReducedHolders
Q4 20229,580$968.3K<0.1%−180−1.8%ReducedHolders
Q3 20229,760$913.0K<0.1%+3,436+54.3%AddedHolders
Q2 20226,324$563.0K<0.1%+473+8.1%AddedHolders
Q1 20225,851$593.0K<0.1%+11+0.2%AddedHolders
Q4 20215,840$606.0K<0.1%−1,773−23.3%ReducedHolders
Q3 20217,613$826.0K<0.1%+744+10.8%AddedHolders
Q2 20216,869$734.0K<0.1%−313−4.4%ReducedHolders
Q1 20217,182$855.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.