Caliber Wealth Management (Kansas)’s Fiserv Inc FISV Stock Holding History

Caliber Wealth Management (Kansas)’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	–	Sell	-4,244	Closed	-$237K	–	306
2026 Q1	$237K	Sell	4,244 -8,619	-67%	-$533K	0.03%	245
2025 Q4	$864K	Buy	12,863 +1,839	+17%	+$154K	0.09%	139
2025 Q3	$1.42M	Buy	11,024 +661	+6%	+$94.7K	0.16%	119
2025 Q2	$1.79M	Buy	10,363 +750	+8%	+$136K	0.19%	103
2025 Q1	$2.12M	Buy	+9,613	New	+$2.1M	0.29%	88

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

Caliber Wealth Management (Kansas)'s FISV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 4,244 shares — an estimated $237K sold.

Caliber Wealth Management (Kansas) first reported a position in FISV in Q1 2025 and held it in 5 quarters. The position peaked at $2.12M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Caliber Wealth Management (Kansas) reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
Caliber Wealth Management (Kansas) sold 4,244 Fiserv Inc shares in Q2 2026, an estimated $237K.
Caliber Wealth Management (Kansas) first reported a position in Fiserv Inc in Q1 2025 and held it in 5 quarters.
Caliber Wealth Management (Kansas)'s Fiserv Inc position peaked at $2.12M in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.