Balance Wealth
FISV icon

Balance Wealth’s Fiserv Inc FISV Stock Holding History

Balance 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
Q3 		$4.2K Buy
+93
New +$4.76K ﹤0.01% 679

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Balance Wealth's FISV Position: Q3 2026 in Review

Balance Wealth opened a new position in Fiserv Inc (FISV) in Q3 2026: 93 shares worth $4.2K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings.

904 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • Balance Wealth held 93 shares of Fiserv Inc worth $4.2K as of Q3 2026.
  • Fiserv Inc was a new Balance Wealth position in Q3 2026.
  • Fiserv Inc made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #679 holding.
  • 904 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.