Benjamin Edwards Inc’s Fiserv Inc FISV Stock Holding History

Benjamin Edwards Inc’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	$1.5M	Sell	30,643 -7,562	-20%	-$423K	0.01%	659
2026 Q1	$2.13M	Buy	38,205 +9,632	+34%	+$596K	0.02%	526
2025 Q4	$1.92M	Buy	28,573 +14,307	+100%	+$1.2M	0.02%	520
2025 Q3	$1.84M	Sell	14,266 -4,706	-25%	-$674K	0.02%	508
2025 Q2	$3.27M	Buy	18,972 +8,487	+81%	+$1.54M	0.04%	355
2025 Q1	$2.32M	Sell	10,485 -84	-0.8%	-$18.4K	0.03%	384
2024 Q4	$2.17M	Sell	10,569 -1,053	-9%	-$215K	0.03%	423
2024 Q3	$2.09M	Buy	11,622 +11,479	+8,027%	+$1.89M	0.03%	426
2024 Q2	$21K	Buy	143 +17	+13%	+$2.57K	﹤0.01%	584
2024 Q1	$20K	Buy	+126	New	+$18.4K	﹤0.01%	571
2023 Q3	–	Sell	-36	Closed	-$5K	–	650
2023 Q2	$5K	Hold	36	–	–	﹤0.01%	609
2023 Q1	$4K	Hold	36	–	–	﹤0.01%	634
2022 Q4	$4K	Hold	36	–	–	﹤0.01%	644
2022 Q3	$3K	Buy	+36	New	+$3.67K	﹤0.01%	634
2021 Q3	–	Sell	-3,778	Closed	-$404K	–	541
2021 Q2	$404K	Buy	+3,778	New	+$439K	0.28%	118

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

Benjamin Edwards Inc's FISV Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Fiserv Inc (FISV) stake by 20% in Q2 2026, selling an estimated $423K and leaving 30,643 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #659.

Benjamin Edwards Inc first reported a position in FISV in Q2 2021 and has held it in 15 quarters since. The position peaked at $3.27M in Q2 2025. 781 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Benjamin Edwards Inc held 30,643 shares of Fiserv Inc worth $1.5M as of Q2 2026.
Benjamin Edwards Inc sold 7,562 Fiserv Inc shares in Q2 2026, an estimated $423K.
Fiserv Inc made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #659 holding.
Benjamin Edwards Inc first reported a position in Fiserv Inc in Q2 2021 and has held it in 15 quarters since.
Benjamin Edwards Inc's Fiserv Inc position peaked at $3.27M in Q2 2025.
781 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.