AWC
FISV

Abundance Wealth Counselors’s Fiserv Inc FISV Stock Holding History

Abundance Wealth Counselors’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 		$1.13M Buy
23,052
+11,347
+97% +$634K 0.07% 132
2026
Q1 		$653K Buy
11,705
+1,911
+20% +$118K 0.09% 128
2025
Q4 		$658K Sell
9,794
-1,537
-14% -$129K 0.11% 119
2025
Q3 		$1.46M Sell
11,331
-299
-3% -$42.8K 0.25% 70
2025
Q2 		$2M Buy
11,630
+337
+3% +$61.1K 0.37% 44
2025
Q1 		$2.45M Buy
11,293
+185
+2% +$40.5K 0.51% 37
2024
Q4 		$2.28M Sell
11,108
-203
-2% -$41.4K 0.5% 32
2024
Q3 		$2.03M Buy
+11,311
New +$1.87M 0.42% 34
2024
Q2 		– Sell
-12,479
Closed -$1.99M – 88
2024
Q1 		$1.99M Buy
12,479
+240
+2% +$35K 0.46% 32
2023
Q4 		$1.63M Sell
12,239
-123
-1% -$15.1K 0.42% 41
2023
Q3 		$1.4M Buy
+12,362
New +$1.52M 0.4% 43
2023
Q2 		– Sell
-13,584
Closed -$1.53M – 88
2023
Q1 		$1.53M Sell
13,584
-990
-7% -$109K 0.39% 40
2022
Q4 		$1.47M Buy
14,574
+1,195
+9% +$119K 0.4% 43
2022
Q3 		$1.25M Buy
13,379
+23
+0.2% +$2.34K 0.36% 41
2022
Q2 		$1.19M Buy
13,356
+618
+5% +$59.9K 0.32% 48
2022
Q1 		$1.29M Buy
12,738
+1,534
+14% +$155K 0.35% 53
2021
Q4 		$1.16M Buy
+11,204
New +$1.16M 0.3% 55
2021
Q3 		– Sell
-10,641
Closed -$1.14M – 63
2021
Q2 		$1.14M Buy
10,641
+2,223
+26% +$258K 0.29% 48
2021
Q1 		$1M Buy
8,418
+440
+6% +$50.5K 0.25% 41
2020
Q4 		$908K Buy
7,978
+736
+10% +$79.3K 0.23% 42
2020
Q3 		$746K Buy
7,242
+1,114
+18% +$111K 0.21% 44
2020
Q2 		$598K Buy
+6,128
New +$617K 0.18% 50

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

Abundance Wealth Counselors's FISV Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Fiserv Inc (FISV) stake by 97% in Q2 2026, buying an estimated $634K and bringing the position to 23,052 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #132.

Abundance Wealth Counselors first reported a position in FISV in Q2 2020 and has held it in 22 quarters since. The position peaked at $2.45M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Abundance Wealth Counselors held 23,052 shares of Fiserv Inc worth $1.13M as of Q2 2026.
  • Abundance Wealth Counselors bought 11,347 Fiserv Inc shares in Q2 2026, an estimated $634K.
  • Fiserv Inc made up 0.07% of Abundance Wealth Counselors's portfolio in Q2 2026, its #132 holding.
  • Abundance Wealth Counselors first reported a position in Fiserv Inc in Q2 2020 and has held it in 22 quarters since.
  • Abundance Wealth Counselors's Fiserv Inc position peaked at $2.45M in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.