BWP
FISV

Baldwin Wealth Partners’s Fiserv Inc FISV Stock Holding History

Baldwin Wealth Partners’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 		$2.09M Sell
42,534
-11,306
-21% -$632K 0.14% 83
2026
Q1 		$3M Sell
53,840
-4,913
-8% -$304K 0.22% 69
2025
Q4 		$3.95M Sell
58,753
-17,819
-23% -$1.49M 0.25% 60
2025
Q3 		$9.87M Sell
76,572
-747
-1% -$107K 0.64% 42
2025
Q2 		$13.3M Sell
77,319
-3,248
-4% -$589K 0.91% 32
2025
Q1 		$17.8M Sell
80,567
-2,742
-3% -$600K 1.25% 26
2024
Q4 		$17.1M Sell
83,309
-1,872
-2% -$382K 1.18% 26
2024
Q3 		$15.3M Sell
85,181
-1,076
-1% -$177K 1.04% 28
2024
Q2 		$12.9M Sell
86,257
-725
-0.8% -$110K 1% 32
2024
Q1 		$13.9M Sell
86,982
-759
-0.9% -$111K 1.05% 30
2023
Q4 		$11.7M Sell
87,741
-2,701
-3% -$331K 0.92% 38
2023
Q3 		$10.2M Buy
90,442
+445
+0.5% +$54.8K 0.88% 38
2023
Q2 		$11.4M Sell
89,997
-3,664
-4% -$431K 0.93% 34
2023
Q1 		$10.6M Sell
93,661
-261
-0.3% -$28.7K 0.92% 35
2022
Q4 		$9.49M Buy
93,922
+89,210
+1,893% +$8.88M 0.86% 39
2022
Q3 		$441K Hold
4,712
– – 0.06% 104
2022
Q2 		$419K Hold
4,712
– – 0.05% 118
2022
Q1 		$478K Sell
4,712
-463
-9% -$46.9K 0.05% 122
2021
Q4 		$537K Sell
5,175
-200
-4% -$20.7K 0.05% 119
2021
Q3 		$583K Sell
5,375
-38
-0.7% -$4.25K 0.06% 100
2021
Q2 		$579K Hold
5,413
– – 0.06% 104
2021
Q1 		$644K Sell
5,413
-200
-4% -$23K 0.08% 88
2020
Q4 		$639K Sell
5,613
-15
-0.3% -$1.62K 0.08% 90
2020
Q3 		$580K Buy
5,628
+2,900
+106% +$289K 0.08% 92
2020
Q2 		$266K Sell
2,728
-943
-26% -$95K 0.04% 137
2020
Q1 		$349K Hold
3,671
– – 0.06% 112
2019
Q4 		$424K Sell
3,671
-245
-6% -$27.1K 0.06% 122
2019
Q3 		$406K Hold
3,916
– – 0.06% 121
2019
Q2 		$357K Sell
3,916
-300
-7% -$26.3K 0.05% 156
2019
Q1 		$372K Hold
4,216
– – 0.06% 151
2018
Q4 		$310K Hold
4,216
– – 0.05% 155
2018
Q3 		$347K Buy
4,216
+38
+0.9% +$2.98K 0.05% 163
2018
Q2 		$310K Hold
4,178
– – 0.05% 163
2018
Q1 		$298K Sell
4,178
-250
-6% -$17.6K 0.05% 165
2017
Q4 		$290K Hold
4,428
– – 0.05% 167
2017
Q3 		$286K Hold
4,428
– – 0.05% 166
2017
Q2 		$271K Hold
4,428
– – 0.04% 169
2017
Q1 		$255K Buy
4,428
+458
+12% +$25.7K 0.04% 173
2016
Q4 		$211K Hold
3,970
– – 0.04% 172
2016
Q3 		$197K Sell
3,970
-1,018
-20% -$53.4K 0.04% 180
2016
Q2 		$271K Sell
4,988
-31,546
-86% -$1.62M 0.06% 149
2016
Q1 		$1.87M Buy
36,534
+566
+2% +$26.8K 0.34% 68
2015
Q4 		$1.65M Buy
35,968
+1,000
+3% +$47K 0.27% 86
2015
Q3 		$1.51M Sell
34,968
-288
-0.8% -$12.5K 0.26% 89
2015
Q2 		$1.46M Buy
35,256
+12,070
+52% +$485K 0.22% 100
2015
Q1 		$920K Buy
23,186
+16,530
+248% +$630K 0.14% 134
2014
Q4 		$236K Buy
+6,656
New +$228K 0.03% 218

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Baldwin Wealth Partners's FISV Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Fiserv Inc (FISV) stake by 21% in Q2 2026, selling an estimated $632K and leaving 42,534 shares worth $2.09M. The position accounts for 0.14% of the portfolio, ranked #83.

Baldwin Wealth Partners first reported a position in FISV in Q4 2014 and has held it in 47 quarters since. The position peaked at $17.8M in Q1 2025. 763 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Baldwin Wealth Partners held 42,534 shares of Fiserv Inc worth $2.09M as of Q2 2026.
  • Baldwin Wealth Partners sold 11,306 Fiserv Inc shares in Q2 2026, an estimated $632K.
  • Fiserv Inc made up 0.14% of Baldwin Wealth Partners's portfolio in Q2 2026, its #83 holding.
  • Baldwin Wealth Partners first reported a position in Fiserv Inc in Q4 2014 and has held it in 47 quarters since.
  • Baldwin Wealth Partners's Fiserv Inc position peaked at $17.8M in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.