BPWM
FISV

BCS Private Wealth Management’s Fiserv Inc FISV Stock Holding History

BCS 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
Q1 		– Sell
-5,350
Closed -$359K – 192
2025
Q4 		$359K Buy
+5,350
New +$448K 0.12% 125
2025
Q3 		– Sell
-2,609
Closed -$450K – 171
2025
Q2 		$450K Buy
+2,609
New +$473K 0.17% 93

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

BCS Private Wealth Management's FISV Position: Q1 2026 in Review

BCS Private Wealth Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 5,350 shares — an estimated $359K sold.

BCS Private Wealth Management first reported a position in FISV in Q2 2025 and held it in 2 quarters. The position peaked at $450K in Q2 2025. 1,253 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • BCS Private Wealth Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • BCS Private Wealth Management sold 5,350 Fiserv Inc shares in Q1 2026, an estimated $359K.
  • BCS Private Wealth Management first reported a position in Fiserv Inc in Q2 2025 and held it in 2 quarters.
  • BCS Private Wealth Management's Fiserv Inc position peaked at $450K in Q2 2025.
  • 1,253 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.