1NWS
FISV

1 North Wealth Services’s Fiserv Inc FISV Stock Holding History

1 North Wealth Services’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
2026
Q1 		– Sell
-100
Closed -$6.72K – 275
2025
Q4 		$6.72K Hold
100
– – ﹤0.01% 188
2025
Q3 		$12.9K Hold
100
– – 0.01% 139
2025
Q2 		$17.2K Hold
100
– – 0.01% 123
2025
Q1 		$22.1K Buy
+100
New +$21.9K 0.01% 111

Other funds holding FISV

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1 North Wealth Services's FISV Position: Q1 2026 in Review

1 North Wealth Services sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 100 shares — an estimated $6.72K sold.

1 North Wealth Services first reported a position in FISV in Q1 2025 and held it in 4 quarters. The position peaked at $22.1K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • 1 North Wealth Services reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • 1 North Wealth Services sold 100 Fiserv Inc shares in Q1 2026, an estimated $6.72K.
  • 1 North Wealth Services first reported a position in Fiserv Inc in Q1 2025 and held it in 4 quarters.
  • 1 North Wealth Services's Fiserv Inc position peaked at $22.1K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.