Centurion Wealth Management’s Fiserv Inc FISV Stock Holding History

Centurion 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 Q1	–	Sell	-3,461	Closed	-$232K	–	327
2025 Q4	$232K	Sell	3,461 -3,133	-48%	-$262K	0.05%	270
2025 Q3	$850K	Buy	6,594 +30	+0.5%	+$4.3K	0.19%	98
2025 Q2	$1.13M	Sell	6,564 -1,801	-22%	-$327K	0.32%	67
2025 Q1	$1.72M	Hold	8,365	–	–	0.54%	44
2024 Q4	$1.72M	Sell	8,365 -463	-5%	-$94.5K	0.54%	44
2024 Q3	$1.59M	Buy	+8,828	New	+$1.46M	0.51%	46
2024 Q1	$1.8M	Sell	11,261 -2,156	-16%	-$314K	0.71%	28
2023 Q4	$1.78M	Buy	13,417 +40	+0.3%	+$4.91K	0.76%	24
2023 Q3	$1.51M	Sell	13,377 -802	-6%	-$98.8K	0.74%	26
2023 Q2	$1.79M	Buy	14,179 +6	+0%	+$706	0.86%	27
2023 Q1	$1.6M	Sell	14,173 -6	-0%	-$660	0.81%	30
2022 Q4	$1.43M	Buy	+14,179	New	+$1.41M	0.81%	28

Other funds holding FISV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Centurion Wealth Management's FISV Position: Q1 2026 in Review

Centurion Wealth Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 3,461 shares — an estimated $232K sold.

Centurion Wealth Management first reported a position in FISV in Q4 2022 and held it in 12 quarters. The position peaked at $1.8M in Q1 2024. 1,253 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Centurion Wealth Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
Centurion Wealth Management sold 3,461 Fiserv Inc shares in Q1 2026, an estimated $232K.
Centurion Wealth Management first reported a position in Fiserv Inc in Q4 2022 and held it in 12 quarters.
Centurion Wealth Management's Fiserv Inc position peaked at $1.8M in Q1 2024.
1,253 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Centurion Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.