Beaird Harris Wealth Management’s Fiserv Inc FISV Stock Holding History

Beaird Harris 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 Q2	$1.03K	Hold	21	–	–	﹤0.01%	568
2026 Q1	$1.17K	Hold	21	–	–	﹤0.01%	528
2025 Q4	$1.41K	Sell	21 -16	-43%	-$1.34K	﹤0.01%	549
2025 Q3	$4.77K	Buy	37 +16	+76%	+$2.29K	﹤0.01%	431
2025 Q2	$3.62K	Buy	+21	New	+$3.81K	﹤0.01%	444
2024 Q3	–	Sell	-97	Closed	-$14.5K	–	590
2024 Q2	$14.5K	Buy	+97	New	+$14.7K	﹤0.01%	334
2023 Q1	–	Sell	-332	Closed	-$33.6K	–	568
2022 Q4	$33.6K	Buy	+332	New	+$33.1K	0.01%	208

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

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

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Beaird Harris Wealth Management's FISV Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Fiserv Inc (FISV) position steady in Q2 2026 at 21 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Beaird Harris Wealth Management first reported a position in FISV in Q4 2022 and has held it in 7 quarters since. The position peaked at $33.6K in Q4 2022. 775 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Beaird Harris Wealth Management held 21 shares of Fiserv Inc worth $1.03K as of Q2 2026.
Beaird Harris Wealth Management left its Fiserv Inc share count unchanged in Q2 2026.
Fiserv Inc made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #568 holding.
Beaird Harris Wealth Management first reported a position in Fiserv Inc in Q4 2022 and has held it in 7 quarters since.
Beaird Harris Wealth Management's Fiserv Inc position peaked at $33.6K in Q4 2022.
775 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.