BWM
FISV

Benson Wealth Management’s Fiserv Inc FISV Stock Holding History

Benson 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 		$1.32K Buy
27
+20
+286% +$1.12K ﹤0.01% 324
2026
Q1 		$391 Buy
7
+4
+133% +$248 ﹤0.01% 340
2025
Q4 		$202 Buy
+3
New +$251 ﹤0.01% 344

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Benson Wealth Management's FISV Position: Q2 2026 in Review

Benson Wealth Management increased its Fiserv Inc (FISV) stake by 286% in Q2 2026, buying an estimated $1.12K and bringing the position to 27 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Benson Wealth Management first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. 1,141 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Benson Wealth Management held 27 shares of Fiserv Inc worth $1.32K as of Q2 2026.
  • Benson Wealth Management bought 20 Fiserv Inc shares in Q2 2026, an estimated $1.12K.
  • Fiserv Inc made up ﹤0.01% of Benson Wealth Management's portfolio in Q2 2026, its #324 holding.
  • Benson Wealth Management first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • 1,141 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.