Abacus Wealth Partners’s Fiserv Inc FISV Stock Holding History

Abacus Wealth Partners’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 Q2	$288K	Sell	5,880 -2,354	-29%	-$132K	0.03%	240
2026 Q1	$459K	Buy	8,234 +386	+5%	+$23.9K	0.04%	242
2025 Q4	$527K	Buy	7,848 +3,494	+80%	+$292K	0.05%	208
2025 Q3	$561K	Sell	4,354 -252	-5%	-$36.1K	0.08%	50
2025 Q2	$794K	Buy	4,606 +72	+2%	+$13.1K	0.12%	35
2025 Q1	$1M	Buy	4,534 +3,205	+241%	+$702K	0.15%	28
2024 Q4	$273K	Buy	1,329 +146	+12%	+$29.8K	0.04%	69
2024 Q3	$213K	Buy	+1,183	New	+$195K	0.03%	87
2023 Q3	–	Sell	-5,341	Closed	-$674K	–	77
2023 Q2	$674K	Buy	5,341 +5	+0.1%	+$589	0.2%	31
2023 Q1	$642K	Sell	5,336 -1,992	-27%	-$219K	0.21%	34
2022 Q4	$741K	Hold	7,328	–	–	0.26%	26
2022 Q3	$686K	Hold	7,328	–	–	0.36%	27
2022 Q2	$652K	Hold	7,328	–	–	0.34%	30
2022 Q1	$743K	Sell	7,328 -29	-0.4%	-$2.94K	0.33%	30
2021 Q4	$764K	Hold	7,357	–	–	0.27%	38
2021 Q3	$798K	Hold	7,357	–	–	0.29%	32
2021 Q2	$786K	Hold	7,357	–	–	0.31%	28
2021 Q1	$876K	Hold	7,357	–	–	0.62%	22
2020 Q4	$838K	Buy	+7,357	New	+$793K	0.73%	21

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Abacus Wealth Partners's FISV Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Fiserv Inc (FISV) stake by 29% in Q2 2026, selling an estimated $132K and leaving 5,880 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #240.

Abacus Wealth Partners first reported a position in FISV in Q4 2020 and has held it in 19 quarters since. The position peaked at $1M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Abacus Wealth Partners held 5,880 shares of Fiserv Inc worth $288K as of Q2 2026.
Abacus Wealth Partners sold 2,354 Fiserv Inc shares in Q2 2026, an estimated $132K.
Fiserv Inc made up 0.03% of Abacus Wealth Partners's portfolio in Q2 2026, its #240 holding.
Abacus Wealth Partners first reported a position in Fiserv Inc in Q4 2020 and has held it in 19 quarters since.
Abacus Wealth Partners's Fiserv Inc position peaked at $1M in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.