AWM
FISV

Abound Wealth Management’s Fiserv Inc FISV Stock Holding History

Abound Wealth Management’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 		$883 Sell
18
-65
-78% -$3.63K ﹤0.01% 841
2026
Q1 		$4.63K Sell
83
-918
-92% -$56.8K ﹤0.01% 746
2025
Q4 		$67.3K Buy
1,001
+899
+881% +$75.3K 0.02% 185
2025
Q3 		$13.1K Sell
102
-21
-17% -$3.01K ﹤0.01% 435
2025
Q2 		$21.3K Buy
123
+29
+31% +$5.26K 0.01% 317
2025
Q1 		$20.8K Sell
94
-46
-33% -$10.1K 0.01% 286
2024
Q4 		$28.7K Buy
140
+3
+2% +$612 0.01% 230
2024
Q3 		$24.7K Buy
137
+17
+14% +$2.8K 0.01% 254
2024
Q2 		$17.9K Sell
120
-3
-2% -$454 0.01% 270
2024
Q1 		$19.7K Buy
123
+4
+3% +$583 0.01% 253
2023
Q4 		$15.8K Buy
119
+2
+2% +$245 0.01% 307
2023
Q3 		$13.2K Sell
117
-13
-10% -$1.6K 0.01% 289
2023
Q2 		$16.4K Buy
130
+48
+59% +$5.65K 0.01% 249
2023
Q1 		$9.27K Buy
82
+34
+71% +$3.74K ﹤0.01% 295
2022
Q4 		$4.85K Buy
48
+17
+55% +$1.69K ﹤0.01% 362
2022
Q3 		$2.9K Buy
+31
New +$3.16K ﹤0.01% 435

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Abound Wealth Management's FISV Position: Q2 2026 in Review

Abound Wealth Management reduced its Fiserv Inc (FISV) stake by 78% in Q2 2026, selling an estimated $3.63K and leaving 18 shares worth $883. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Abound Wealth Management first reported a position in FISV in Q3 2022 and has held it in 16 quarters since. The position peaked at $67.3K in Q4 2025. 788 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Abound Wealth Management held 18 shares of Fiserv Inc worth $883 as of Q2 2026.
  • Abound Wealth Management sold 65 Fiserv Inc shares in Q2 2026, an estimated $3.63K.
  • Fiserv Inc made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #841 holding.
  • Abound Wealth Management first reported a position in Fiserv Inc in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Fiserv Inc position peaked at $67.3K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.