BFPW
FISV

BOK Financial Private Wealth’s Fiserv Inc FISV Stock Holding History

BOK Financial Private Wealth’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 		$1.77K Buy
+36
New +$2.01K ﹤0.01% 636
2026
Q1 		– Sell
-1,638
Closed -$110K – 474
2025
Q4 		$110K Sell
1,638
-41
-2% -$3.43K 0.01% 215
2025
Q3 		$216K Buy
1,679
+41
+3% +$5.88K 0.01% 170
2025
Q2 		$282K Sell
1,638
-103
-6% -$18.7K 0.02% 148
2025
Q1 		$384K Sell
1,741
-11
-0.6% -$2.41K 0.03% 137
2024
Q4 		$360K Buy
1,752
+11
+0.6% +$2.25K 0.03% 145
2024
Q3 		$313K Hold
1,741
– – 0.02% 151
2024
Q2 		$259K Hold
1,741
– – 0.02% 160
2024
Q1 		$278K Sell
1,741
-109
-6% -$15.9K 0.02% 158
2023
Q4 		$246K Hold
1,850
– – 0.02% 152
2023
Q3 		$209K Hold
1,850
– – 0.02% 154
2023
Q2 		$233K Hold
1,850
– – 0.02% 148
2023
Q1 		$209K Hold
1,850
– – 0.02% 157
2022
Q4 		$187K Sell
1,850
-1,790
-49% -$178K 0.02% 162
2022
Q3 		$341K Buy
+3,640
New +$371K 0.03% 140
2022
Q2 		– Sell
-2,705
Closed -$274K – 399
2022
Q1 		$274K Buy
+2,705
New +$274K 0.02% 249

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

BOK Financial Private Wealth's FISV Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Fiserv Inc (FISV) in Q2 2026: 36 shares worth $1.77K. The stake represents ﹤0.01% of the portfolio and ranks #636 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in FISV as recently as Q4 2025.

BOK Financial Private Wealth first reported a position in FISV in Q1 2022 and has held it in 16 quarters since. The position peaked at $384K in Q1 2025. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • BOK Financial Private Wealth held 36 shares of Fiserv Inc worth $1.77K as of Q2 2026.
  • Fiserv Inc was a new BOK Financial Private Wealth position in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #636 holding.
  • BOK Financial Private Wealth first reported a position in Fiserv Inc in Q1 2022 and has held it in 16 quarters since.
  • BOK Financial Private Wealth's Fiserv Inc position peaked at $384K in Q1 2025.
  • 1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.