Badgley Phelps Wealth Managers’s Fiserv Inc FISV Stock Holding History

Badgley Phelps Wealth Managers’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	$959K	Sell	19,545 -8,150	-29%	-$456K	0.02%	205
2026 Q1	$1.55M	Sell	27,695 -32,631	-54%	-$2.02M	0.03%	179
2025 Q4	$4.05M	Buy	60,326 +55,498	+1,150%	+$4.65M	0.07%	141
2025 Q3	$622K	Sell	4,828 -58,119	-92%	-$8.33M	0.01%	212
2025 Q2	$10.9M	Buy	62,947 +9,058	+17%	+$1.64M	0.24%	103
2025 Q1	$11.9M	Buy	53,889 +8,942	+20%	+$1.96M	0.29%	90
2024 Q4	$9.23M	Buy	44,947 +43,817	+3,878%	+$8.94M	0.22%	104
2024 Q3	$203K	Buy	+1,130	New	+$186K	﹤0.01%	286
2022 Q2	–	Sell	-2,100	Closed	-$213K	–	212
2022 Q1	$213K	Sell	2,100 -125	-6%	-$12.7K	0.01%	205
2021 Q4	$231K	Sell	2,225 -151	-6%	-$15.6K	0.01%	195
2021 Q3	$258K	Buy	+2,376	New	+$265K	0.01%	190

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

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

Badgley Phelps Wealth Managers's FISV Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Fiserv Inc (FISV) stake by 29% in Q2 2026, selling an estimated $456K and leaving 19,545 shares worth $959K. The position accounts for 0.02% of the portfolio, ranked #205.

Badgley Phelps Wealth Managers first reported a position in FISV in Q3 2021 and has held it in 11 quarters since. The position peaked at $11.9M in Q1 2025. 792 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Badgley Phelps Wealth Managers held 19,545 shares of Fiserv Inc worth $959K as of Q2 2026.
Badgley Phelps Wealth Managers sold 8,150 Fiserv Inc shares in Q2 2026, an estimated $456K.
Fiserv Inc made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #205 holding.
Badgley Phelps Wealth Managers first reported a position in Fiserv Inc in Q3 2021 and has held it in 11 quarters since.
Badgley Phelps Wealth Managers's Fiserv Inc position peaked at $11.9M in Q1 2025.
792 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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