BW
FISV

Basepoint Wealth’s Fiserv Inc FISV Stock Holding History

Basepoint 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
Q2 		$44.5K Sell
907
-147
-14% -$8.22K 0.03% 229
2026
Q1 		$58.8K Hold
1,054
– – 0.03% 201
2025
Q4 		$70.8K Buy
+1,054
New +$88.2K 0.04% 168
2025
Q2 		– Sell
-1,120
Closed -$247K – 108
2025
Q1 		$247K Sell
1,120
-12
-1% -$2.63K 0.19% 82
2024
Q4 		$233K Hold
1,132
– – 0.19% 92
2024
Q3 		$203K Buy
+1,132
New +$187K 0.15% 108

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

Basepoint Wealth's FISV Position: Q2 2026 in Review

Basepoint Wealth reduced its Fiserv Inc (FISV) stake by 14% in Q2 2026, selling an estimated $8.22K and leaving 907 shares worth $44.5K. The position accounts for 0.03% of the portfolio, ranked #229.

Basepoint Wealth first reported a position in FISV in Q3 2024 and has held it in 6 quarters since. The position peaked at $247K in Q1 2025. 1,149 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Basepoint Wealth held 907 shares of Fiserv Inc worth $44.5K as of Q2 2026.
  • Basepoint Wealth sold 147 Fiserv Inc shares in Q2 2026, an estimated $8.22K.
  • Fiserv Inc made up 0.03% of Basepoint Wealth's portfolio in Q2 2026, its #229 holding.
  • Basepoint Wealth first reported a position in Fiserv Inc in Q3 2024 and has held it in 6 quarters since.
  • Basepoint Wealth's Fiserv Inc position peaked at $247K in Q1 2025.
  • 1,149 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.