BWM
FISV

Bullock Wealth Management’s Fiserv Inc FISV Stock Holding History

Bullock 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 		$2.03K Buy
+40
New +$2.24K ﹤0.01% 549
2026
Q1 		– Sell
-85
Closed -$5.71K – 634
2025
Q4 		$5.71K Hold
85
– – ﹤0.01% 465
2025
Q3 		$10.7K Hold
85
– – 0.01% 409
2025
Q2 		$14.7K Hold
85
– – 0.01% 353
2025
Q1 		$18.9K Sell
85
-68
-44% -$14.9K 0.01% 315
2024
Q4 		$31.4K Buy
+153
New +$31.2K 0.02% 280

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 $3.38T AUM 44.17% 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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Bullock Wealth Management opened a new position in Fiserv Inc (FISV) in Q2 2026: 40 shares worth $2.03K. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: Bullock Wealth Management previously reported a position in FISV as recently as Q4 2025.

Bullock Wealth Management first reported a position in FISV in Q4 2024 and has held it in 6 quarters since. The position peaked at $31.4K in Q4 2024. 1,153 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Bullock Wealth Management held 40 shares of Fiserv Inc worth $2.03K as of Q2 2026.
  • Fiserv Inc was a new Bullock Wealth Management position in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #549 holding.
  • Bullock Wealth Management first reported a position in Fiserv Inc in Q4 2024 and has held it in 6 quarters since.
  • Bullock Wealth Management's Fiserv Inc position peaked at $31.4K in Q4 2024.
  • 1,153 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.