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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Basepoint Wealth's FISV Position: Q1 2026 in Review

Basepoint Wealth held its Fiserv Inc (FISV) position steady in Q1 2026 at 1,054 shares worth $58.8K. The position accounts for 0.03% of the portfolio, ranked #201.

Basepoint Wealth first reported a position in FISV in Q3 2024 and has held it in 5 quarters since. The position peaked at $247K in Q1 2025. 1,255 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Basepoint Wealth held 1,054 shares of Fiserv Inc worth $58.8K as of Q1 2026.
  • Basepoint Wealth left its Fiserv Inc share count unchanged in Q1 2026.
  • Fiserv Inc made up 0.03% of Basepoint Wealth's portfolio in Q1 2026, its #201 holding.
  • Basepoint Wealth first reported a position in Fiserv Inc in Q3 2024 and has held it in 5 quarters since.
  • Basepoint Wealth's Fiserv Inc position peaked at $247K in Q1 2025.
  • 1,255 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.