BWS
FISV

Buck Wealth Strategies’s Fiserv Inc FISV Stock Holding History

Buck Wealth Strategies’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 		$932 Buy
+19
New +$1.06K ﹤0.01% 945
2023
Q4 		– Sell
-558
Closed -$63K – 154
2023
Q3 		$63K Buy
558
+453
+431% +$55.8K 0.03% 99
2023
Q2 		$13.2K Buy
+105
New +$12.4K 0.01% 143

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Buck Wealth Strategies's FISV Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Fiserv Inc (FISV) in Q2 2026: 19 shares worth $932. The stake represents ﹤0.01% of the portfolio and ranks #945 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in FISV as recently as Q3 2023.

Buck Wealth Strategies first reported a position in FISV in Q2 2023 and has held it in 3 quarters since. The position peaked at $63K in Q3 2023. 665 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Buck Wealth Strategies held 19 shares of Fiserv Inc worth $932 as of Q2 2026.
  • Fiserv Inc was a new Buck Wealth Strategies position in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #945 holding.
  • Buck Wealth Strategies first reported a position in Fiserv Inc in Q2 2023 and has held it in 3 quarters since.
  • Buck Wealth Strategies's Fiserv Inc position peaked at $63K in Q3 2023.
  • 665 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.