BAM
FISV

Belpointe Asset Management’s Fiserv Inc FISV Stock Holding History

Belpointe Asset 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 		$446K Sell
9,095
-1,110
-11% -$62K 0.01% 755
2026
Q1 		$569K Buy
10,205
+6,510
+176% +$403K 0.02% 645
2025
Q4 		$248K Buy
3,695
+1,518
+70% +$127K 0.01% 885
2025
Q3 		$281K Sell
2,177
-265
-11% -$38K 0.01% 817
2025
Q2 		$421K Sell
2,442
-682
-22% -$124K 0.02% 637
2025
Q1 		$690K Buy
3,124
+367
+13% +$80.3K 0.04% 451
2024
Q4 		$481K Buy
2,757
+29
+1% +$5.92K 0.03% 519
2024
Q3 		$490K Buy
2,728
+886
+48% +$146K 0.03% 509
2024
Q2 		$275K Sell
1,842
-766
-29% -$116K 0.02% 619
2024
Q1 		$417K Buy
2,608
+1
+0% +$146 0.03% 483
2023
Q4 		$346K Buy
2,607
+308
+13% +$37.8K 0.03% 477
2023
Q3 		$260K Buy
2,299
+40
+2% +$4.93K 0.03% 526
2023
Q2 		$285K Sell
2,259
-2,052
-48% -$242K 0.03% 468
2023
Q1 		$487K Sell
4,311
-55
-1% -$6.05K 0.03% 579
2022
Q4 		$441K Buy
4,366
+555
+15% +$55.3K 0.03% 593
2022
Q3 		$356K Buy
3,811
+63
+2% +$6.42K 0.02% 631
2022
Q2 		$333K Sell
3,748
-25,134
-87% -$2.44M 0.02% 635
2022
Q1 		$2.93M Sell
28,882
-1,763
-6% -$178K 0.18% 113
2021
Q4 		$3.18M Buy
30,645
+1,607
+6% +$166K 0.2% 106
2021
Q3 		$3.15M Buy
29,038
+1,436
+5% +$160K 0.21% 97
2021
Q2 		$2.95M Buy
27,602
+23,957
+657% +$2.79M 0.21% 94
2021
Q1 		$435K Buy
3,645
+1,190
+48% +$137K 0.04% 477
2020
Q4 		$279K Sell
2,455
-295
-11% -$31.8K 0.03% 579
2020
Q3 		$284K Sell
2,750
-18
-0.7% -$1.79K 0.03% 455
2020
Q2 		$270K Buy
2,768
+107
+4% +$10.8K 0.04% 436
2020
Q1 		$253K Sell
2,661
-1,199
-31% -$133K 0.04% 384
2019
Q4 		$447K Sell
3,860
-3,804
-50% -$420K 0.06% 342
2019
Q3 		$794K Buy
+7,664
New +$782K 0.13% 176

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Belpointe Asset Management's FISV Position: Q2 2026 in Review

Belpointe Asset Management reduced its Fiserv Inc (FISV) stake by 11% in Q2 2026, selling an estimated $62K and leaving 9,095 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #755.

Belpointe Asset Management first reported a position in FISV in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.18M in Q4 2021. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Belpointe Asset Management held 9,095 shares of Fiserv Inc worth $446K as of Q2 2026.
  • Belpointe Asset Management sold 1,110 Fiserv Inc shares in Q2 2026, an estimated $62K.
  • Fiserv Inc made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #755 holding.
  • Belpointe Asset Management first reported a position in Fiserv Inc in Q3 2019 and has held it in 28 quarters since.
  • Belpointe Asset Management's Fiserv Inc position peaked at $3.18M in Q4 2021.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.