Aventura Private Wealth’s Fiserv Inc FISV Stock Holding History

Aventura Private Wealth’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	$71.6K	Buy	1,460 +309	+27%	+$17.3K	0.02%	298
2026 Q1	$64.2K	Sell	1,151 -21	-2%	-$1.3K	0.02%	282
2025 Q4	$78.7K	Sell	1,172 -914	-44%	-$76.5K	0.03%	238
2025 Q3	$269K	Sell	2,086 -1,192	-36%	-$171K	0.1%	139
2025 Q2	$565K	Sell	3,278 -1,444	-31%	-$262K	0.24%	79
2025 Q1	$1.04M	Buy	4,722 +331	+8%	+$72.5K	0.55%	39
2024 Q4	$902K	Buy	+4,391	New	+$896K	0.49%	45

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

Aventura Private Wealth's FISV Position: Q2 2026 in Review

Aventura Private Wealth increased its Fiserv Inc (FISV) stake by 27% in Q2 2026, buying an estimated $17.3K and bringing the position to 1,460 shares worth $71.6K. The position accounts for 0.02% of the portfolio, ranked #298.

Aventura Private Wealth first reported a position in FISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Aventura Private Wealth held 1,460 shares of Fiserv Inc worth $71.6K as of Q2 2026.
Aventura Private Wealth bought 309 Fiserv Inc shares in Q2 2026, an estimated $17.3K.
Fiserv Inc made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #298 holding.
Aventura Private Wealth first reported a position in Fiserv Inc in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Fiserv Inc position peaked at $1.04M in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.