BWG
FISV

Boomfish Wealth Group’s Fiserv Inc FISV Stock Holding History

Boomfish Wealth Group’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 		$508K Hold
10,359
– – 0.23% 72
2026
Q1 		$578K Sell
10,359
-22
-0.2% -$1.36K 0.31% 69
2025
Q4 		$697K Hold
10,381
– – 0.37% 69
2025
Q3 		$1.34M Buy
10,381
+9,180
+764% +$1.32M 0.72% 56
2025
Q2 		$207K Hold
1,201
– – 0.12% 86
2025
Q1 		$265K Hold
1,201
– – 0.17% 77
2024
Q4 		$247K Sell
1,201
-467
-28% -$95.3K 0.15% 83
2024
Q3 		$300K Sell
1,668
-32
-2% -$5.28K 0.18% 79
2024
Q2 		$253K Buy
1,700
+22
+1% +$3.33K 0.16% 82
2024
Q1 		$268K Hold
1,678
– – 0.18% 80
2023
Q4 		$223K Buy
+1,678
New +$206K 0.16% 82

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

Boomfish Wealth Group's FISV Position: Q2 2026 in Review

Boomfish Wealth Group held its Fiserv Inc (FISV) position steady in Q2 2026 at 10,359 shares worth $508K. The position accounts for 0.23% of the portfolio, ranked #72.

Boomfish Wealth Group first reported a position in FISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q3 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Boomfish Wealth Group held 10,359 shares of Fiserv Inc worth $508K as of Q2 2026.
  • Boomfish Wealth Group left its Fiserv Inc share count unchanged in Q2 2026.
  • Fiserv Inc made up 0.23% of Boomfish Wealth Group's portfolio in Q2 2026, its #72 holding.
  • Boomfish Wealth Group first reported a position in Fiserv Inc in Q4 2023 and has held it in 11 quarters since.
  • Boomfish Wealth Group's Fiserv Inc position peaked at $1.34M in Q3 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.