Cassaday & Co Wealth Management’s Fiserv Inc FISV Stock Holding History

Cassaday & Co 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	$105K	Sell	2,089 -32	-2%	-$1.79K	﹤0.01%	469
2026 Q1	$120K	Buy	+2,121	New	+$131K	﹤0.01%	416
2025 Q4	–	Sell	-1,668	Closed	-$215K	–	354
2025 Q3	$215K	Hold	1,668	–	–	0.01%	321
2025 Q2	$288K	Hold	1,668	–	–	0.01%	280
2025 Q1	$368K	Sell	1,668 -96	-5%	-$21K	0.01%	229
2024 Q4	$362K	Hold	1,764	–	–	0.01%	228
2024 Q3	$317K	Sell	1,764 -70	-4%	-$11.5K	0.01%	231
2024 Q2	$273K	Sell	1,834 -267	-13%	-$40.4K	0.01%	237
2024 Q1	$336K	Buy	+2,101	New	+$306K	0.01%	210

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

Cassaday & Co Wealth Management's FISV Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Fiserv Inc (FISV) stake by 1.5% in Q2 2026, selling an estimated $1.79K and leaving 2,089 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Cassaday & Co Wealth Management first reported a position in FISV in Q1 2024 and has held it in 9 quarters since. The position peaked at $368K in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Cassaday & Co Wealth Management held 2,089 shares of Fiserv Inc worth $105K as of Q2 2026.
Cassaday & Co Wealth Management sold 32 Fiserv Inc shares in Q2 2026, an estimated $1.79K.
Fiserv Inc made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #469 holding.
Cassaday & Co Wealth Management first reported a position in Fiserv Inc in Q1 2024 and has held it in 9 quarters since.
Cassaday & Co Wealth Management's Fiserv Inc position peaked at $368K in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.