Bogart Wealth LLC’s Fiserv Inc FISV Stock Holding History

Bogart Wealth LLC’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	$8.85K	Buy	180 +37	+26%	+$2.07K	﹤0.01%	1038
2026 Q1	$8K	Buy	143 +104	+267%	+$6.43K	﹤0.01%	953
2025 Q4	$2.62K	Sell	39 -3	-7%	-$251	﹤0.01%	1127
2025 Q3	$5.42K	Buy	42 +4	+11%	+$573	﹤0.01%	961
2025 Q2	$6.55K	Sell	38 -4	-10%	-$725	﹤0.01%	881
2025 Q1	$9.28K	Sell	42 -1	-2%	-$219	﹤0.01%	772
2024 Q4	$8.83K	Buy	43 +5	+13%	+$1.02K	﹤0.01%	766
2024 Q3	$6.83K	Sell	38 -4	-10%	-$660	﹤0.01%	770
2024 Q2	$6.26K	Hold	42	–	–	﹤0.01%	746
2024 Q1	$6.71K	Hold	42	–	–	﹤0.01%	710
2023 Q4	$5.58K	Hold	42	–	–	﹤0.01%	726
2023 Q3	$4.74K	Hold	42	–	–	﹤0.01%	725
2023 Q2	$5.3K	Hold	42	–	–	﹤0.01%	696
2023 Q1	$4.75K	Hold	42	–	–	﹤0.01%	729
2022 Q4	$4.25K	Hold	42	–	–	﹤0.01%	697
2022 Q3	$4K	Hold	42	–	–	﹤0.01%	717
2022 Q2	$4K	Hold	42	–	–	﹤0.01%	668
2022 Q1	$4K	Hold	42	–	–	﹤0.01%	596
2021 Q4	$4K	Hold	42	–	–	﹤0.01%	578
2021 Q3	$5K	Hold	42	–	–	﹤0.01%	536
2021 Q2	$4K	Buy	+42	New	+$4.88K	﹤0.01%	538

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

Bogart Wealth LLC's FISV Position: Q2 2026 in Review

Bogart Wealth LLC increased its Fiserv Inc (FISV) stake by 26% in Q2 2026, buying an estimated $2.07K and bringing the position to 180 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Bogart Wealth LLC first reported a position in FISV in Q2 2021 and has held it in 21 quarters since. The position peaked at $9.28K in Q1 2025. 793 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Bogart Wealth LLC held 180 shares of Fiserv Inc worth $8.85K as of Q2 2026.
Bogart Wealth LLC bought 37 Fiserv Inc shares in Q2 2026, an estimated $2.07K.
Fiserv Inc made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1038 holding.
Bogart Wealth LLC first reported a position in Fiserv Inc in Q2 2021 and has held it in 21 quarters since.
Bogart Wealth LLC's Fiserv Inc position peaked at $9.28K in Q1 2025.
793 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.