BCWM
FISV

Bartlett & Co Wealth Management’s Fiserv Inc FISV Stock Holding History

Bartlett & Co 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 		$170K Buy
3,476
+120
+4% +$6.71K ﹤0.01% 514
2026
Q1 		$211K Sell
3,356
-353
-10% -$21.8K ﹤0.01% 451
2025
Q4 		$249K Sell
3,709
-4,083
-52% -$342K ﹤0.01% 427
2025
Q3 		$1M Buy
7,792
+968
+14% +$139K 0.01% 260
2025
Q2 		$1.18M Sell
6,824
-99
-1% -$18K 0.02% 241
2025
Q1 		$1.53M Buy
6,923
+168
+2% +$36.8K 0.02% 216
2024
Q4 		$1.39M Buy
6,755
+295
+5% +$60.2K 0.02% 226
2024
Q3 		$1.16M Hold
6,460
– – 0.02% 241
2024
Q2 		$963K Hold
6,460
– – 0.01% 259
2024
Q1 		$1.03M Sell
6,460
-4,210
-39% -$613K 0.02% 262
2023
Q4 		$1.42M Buy
10,670
+365
+4% +$44.8K 0.02% 238
2023
Q3 		$1.16M Sell
10,305
-635
-6% -$78.2K 0.02% 248
2023
Q2 		$1.38M Buy
10,940
+6,775
+163% +$798K 0.02% 237
2023
Q1 		$471K Sell
4,165
-98
-2% -$10.8K 0.01% 295
2022
Q4 		$431K Buy
4,263
+138
+3% +$13.7K 0.01% 308
2022
Q3 		$386K Buy
4,125
+11
+0.3% +$1.12K 0.01% 307
2022
Q2 		$366K Sell
4,114
-784
-16% -$76K 0.01% 302
2022
Q1 		$497K Buy
4,898
+30
+0.6% +$3.04K 0.01% 295
2021
Q4 		$505K Buy
4,868
+370
+8% +$38.3K 0.01% 295
2021
Q3 		$488K Sell
4,498
-1,256
-22% -$140K 0.01% 260
2021
Q2 		$615K Buy
5,754
+2,000
+53% +$233K 0.01% 243
2021
Q1 		$447K Sell
3,754
-435
-10% -$49.9K 0.01% 270
2020
Q4 		$477K Buy
4,189
+26
+0.6% +$2.8K 0.01% 259
2020
Q3 		$429K Hold
4,163
– – 0.01% 253
2020
Q2 		$406K Buy
4,163
+435
+12% +$43.8K 0.01% 253
2020
Q1 		$354K Hold
3,728
– – 0.01% 252
2019
Q4 		$431K Hold
3,728
– – 0.01% 270
2019
Q3 		$386K Buy
3,728
+2,678
+255% +$273K 0.01% 273
2019
Q2 		$95.7K Hold
1,050
– – ﹤0.01% 332
2019
Q1 		$92.7K Hold
1,050
– – ﹤0.01% 327
2018
Q4 		$77.2K Hold
1,050
– – ﹤0.01% 338
2018
Q3 		$86.5K Buy
+1,050
New +$82.4K ﹤0.01% 341

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

Bartlett & Co Wealth Management's FISV Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Fiserv Inc (FISV) stake by 3.6% in Q2 2026, buying an estimated $6.71K and bringing the position to 3,476 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Bartlett & Co Wealth Management first reported a position in FISV in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.53M in Q1 2025. 1,149 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Bartlett & Co Wealth Management held 3,476 shares of Fiserv Inc worth $170K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 120 Fiserv Inc shares in Q2 2026, an estimated $6.71K.
  • Fiserv Inc made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #514 holding.
  • Bartlett & Co Wealth Management first reported a position in Fiserv Inc in Q3 2018 and has held it in 32 quarters since.
  • Bartlett & Co Wealth Management's Fiserv Inc position peaked at $1.53M in Q1 2025.
  • 1,149 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.