BWA
FISV

Basecamp Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Basecamp Wealth Advisors’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 		$46.7K Sell
952
-596
-39% -$33.3K 0.01% 561
2026
Q1 		$86.4K Buy
1,548
+82
+6% +$5.07K 0.02% 421
2025
Q4 		$98.5K Buy
+1,466
New +$123K 0.02% 384

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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 $59.9B AUM 27.01% 1-Year Est. Return

Basecamp Wealth Advisors's FISV Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Fiserv Inc (FISV) stake by 39% in Q2 2026, selling an estimated $33.3K and leaving 952 shares worth $46.7K. The position accounts for 0.01% of the portfolio, ranked #561.

Basecamp Wealth Advisors first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $98.5K in Q4 2025. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Basecamp Wealth Advisors held 952 shares of Fiserv Inc worth $46.7K as of Q2 2026.
  • Basecamp Wealth Advisors sold 596 Fiserv Inc shares in Q2 2026, an estimated $33.3K.
  • Fiserv Inc made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #561 holding.
  • Basecamp Wealth Advisors first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Fiserv Inc position peaked at $98.5K in Q4 2025.
  • 1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.