Beacon Bridge Wealth Partners’s Fiserv Inc FISV Stock Holding History

Beacon Bridge Wealth Partners’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	–	Sell	-5,844	Closed	-$326K	–	108
2026 Q1	$326K	Sell	5,844 -1,976	-25%	-$122K	0.11%	85
2025 Q4	$525K	Buy	7,820 +44	+0.6%	+$3.68K	0.17%	74
2025 Q3	$1M	Buy	7,776 +24	+0.3%	+$3.44K	0.36%	51
2025 Q2	$1.34M	Sell	7,752 -10	-0.1%	-$1.81K	0.53%	43
2025 Q1	$1.71M	Buy	7,762 +10	+0.1%	+$2.19K	0.73%	35
2024 Q4	$1.59M	Hold	7,752	–	–	0.68%	41
2024 Q3	$1.39M	Hold	7,752	–	–	0.6%	41
2024 Q2	$1.16M	Sell	7,752 -387	-5%	-$58.6K	0.53%	45
2024 Q1	$1.3M	Hold	8,139	–	–	0.61%	39
2023 Q4	$1.08M	Hold	8,139	–	–	0.54%	39
2023 Q3	$919K	Sell	8,139 -400	-5%	-$49.3K	0.49%	42
2023 Q2	$1.08M	Hold	8,539	–	–	0.55%	31
2023 Q1	$965K	Hold	8,539	–	–	0.58%	31
2022 Q4	$863K	Buy	+8,539	New	+$850K	0.63%	27

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Beacon Bridge Wealth Partners's FISV Position: Q2 2026 in Review

Beacon Bridge Wealth Partners sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 5,844 shares — an estimated $326K sold.

Beacon Bridge Wealth Partners first reported a position in FISV in Q4 2022 and held it in 14 quarters. The position peaked at $1.71M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Beacon Bridge Wealth Partners reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 5,844 Fiserv Inc shares in Q2 2026, an estimated $326K.
Beacon Bridge Wealth Partners first reported a position in Fiserv Inc in Q4 2022 and held it in 14 quarters.
Beacon Bridge Wealth Partners's Fiserv Inc position peaked at $1.71M in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.