BDPWM
FISV

Barnes Dennig Private Wealth Management’s Fiserv Inc FISV Stock Holding History

Barnes Dennig Private 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 		$540 Buy
+11
New +$615 ﹤0.01% 359
2025
Q3 		– Sell
-622
Closed -$107K – 312
2025
Q2 		$107K Buy
+622
New +$113K 0.13% 94

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Barnes Dennig Private Wealth Management's FISV Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management opened a new position in Fiserv Inc (FISV) in Q2 2026: 11 shares worth $540. The stake represents ﹤0.01% of the portfolio and ranks #359 among its holdings. This is a return to the name: Barnes Dennig Private Wealth Management previously reported a position in FISV as recently as Q2 2025.

Barnes Dennig Private Wealth Management first reported a position in FISV in Q2 2025 and has held it in 2 quarters since. The position peaked at $107K in Q2 2025. 1,149 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 11 shares of Fiserv Inc worth $540 as of Q2 2026.
  • Fiserv Inc was a new Barnes Dennig Private Wealth Management position in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #359 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Fiserv Inc in Q2 2025 and has held it in 2 quarters since.
  • Barnes Dennig Private Wealth Management's Fiserv Inc position peaked at $107K in Q2 2025.
  • 1,149 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.