Avion Wealth’s Fiserv Inc FISV Stock Holding History

Avion 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	$1K	Sell	26 -104	-80%	-$5.81K	﹤0.01%	1234
2026 Q1	$7K	Buy	130 +101	+348%	+$6.25K	﹤0.01%	573
2025 Q4	$1K	Sell	29 -149	-84%	-$12.5K	﹤0.01%	1021
2025 Q3	$21K	Buy	178 +101	+131%	+$14.5K	﹤0.01%	330
2025 Q2	$12K	Buy	77 +5	+7%	+$907	﹤0.01%	418
2025 Q1	$14K	Hold	72	–	–	﹤0.01%	333
2024 Q4	$14K	Buy	72 +6	+9%	+$1.23K	﹤0.01%	333
2024 Q3	$11K	Buy	66 +9	+16%	+$1.49K	﹤0.01%	354
2024 Q2	$7K	Buy	57 +9	+19%	+$1.36K	﹤0.01%	398
2024 Q1	$9K	Buy	48 +5	+12%	+$728	﹤0.01%	331
2023 Q4	$6K	Sell	43 -24	-36%	-$2.94K	﹤0.01%	362
2023 Q3	$6K	Buy	67 +30	+81%	+$3.69K	﹤0.01%	331
2023 Q2	$3K	Buy	+37	New	+$4.36K	﹤0.01%	420

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

First Eagle Investment Management New York $59.9B AUM 27.01% 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

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Avion Wealth's FISV Position: Q2 2026 in Review

Avion Wealth reduced its Fiserv Inc (FISV) stake by 80% in Q2 2026, selling an estimated $5.81K and leaving 26 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Avion Wealth first reported a position in FISV in Q2 2023 and has held it in 13 quarters since. The position peaked at $21K in Q3 2025. 764 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Avion Wealth held 26 shares of Fiserv Inc worth $1K as of Q2 2026.
Avion Wealth sold 104 Fiserv Inc shares in Q2 2026, an estimated $5.81K.
Fiserv Inc made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1234 holding.
Avion Wealth first reported a position in Fiserv Inc in Q2 2023 and has held it in 13 quarters since.
Avion Wealth's Fiserv Inc position peaked at $21K in Q3 2025.
764 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.