AWM
FISV

Axxcess Wealth Management’s Fiserv Inc FISV Stock Holding History

Axxcess 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 		$255K Buy
+5,200
New +$291K ﹤0.01% 909
2026
Q1 		– Sell
-5,200
Closed -$349K – 607
2025
Q4 		$349K Sell
5,200
-8,949
-63% -$749K 0.01% 803
2025
Q3 		$1.82M Sell
14,149
-1,227
-8% -$176K 0.04% 336
2025
Q2 		$2.65M Sell
15,376
-1,172
-7% -$213K 0.06% 241
2025
Q1 		$3.65M Sell
16,548
-865
-5% -$189K 0.1% 172
2024
Q4 		$3.58M Sell
17,413
-464
-3% -$94.7K 0.09% 170
2024
Q3 		$3.21M Sell
17,877
-368
-2% -$60.7K 0.08% 193
2024
Q2 		$2.72M Sell
18,245
-741
-4% -$112K 0.07% 208
2024
Q1 		$3.03M Sell
18,986
-7,796
-29% -$1.14M 0.08% 190
2023
Q4 		$3.56M Buy
26,782
+7,396
+38% +$908K 0.1% 163
2023
Q3 		$2.19M Buy
19,386
+6,814
+54% +$839K 0.07% 193
2023
Q2 		$1.59M Buy
12,572
+4,281
+52% +$504K 0.11% 163
2023
Q1 		$937K Buy
8,291
+2,713
+49% +$298K 0.07% 243
2022
Q4 		$564K Buy
5,578
+2,376
+74% +$237K 0.05% 338
2022
Q3 		$300K Buy
+3,202
New +$326K 0.03% 403

Other funds holding FISV

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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Fiserv Inc (FISV) in Q2 2026: 5,200 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #909 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in FISV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in FISV in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.65M in Q1 2025. 496 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Axxcess Wealth Management held 5,200 shares of Fiserv Inc worth $255K as of Q2 2026.
  • Fiserv Inc was a new Axxcess Wealth Management position in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #909 holding.
  • Axxcess Wealth Management first reported a position in Fiserv Inc in Q3 2022 and has held it in 15 quarters since.
  • Axxcess Wealth Management's Fiserv Inc position peaked at $3.65M in Q1 2025.
  • 496 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.