CWM
FISV

Chemistry Wealth Management’s Fiserv Inc FISV Stock Holding History

Chemistry 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 		$407K Buy
8,294
+1,628
+24% +$91K 0.07% 143
2026
Q1 		$372K Buy
6,666
+3,555
+114% +$220K 0.07% 148
2025
Q4 		$209K Buy
+3,111
New +$260K 0.04% 195
2025
Q2 		– Sell
-1,644
Closed -$363K – 199
2025
Q1 		$363K Hold
1,644
– – 0.08% 122
2024
Q4 		$338K Hold
1,644
– – 0.08% 126
2024
Q3 		$295K Buy
1,644
+133
+9% +$21.9K 0.07% 137
2024
Q2 		$225K Hold
1,511
– – 0.06% 149
2024
Q1 		$241K Hold
1,511
– – 0.07% 144
2023
Q4 		$201K Buy
+1,511
New +$185K 0.06% 147

Other funds holding FISV

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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Chemistry Wealth Management increased its Fiserv Inc (FISV) stake by 24% in Q2 2026, buying an estimated $91K and bringing the position to 8,294 shares worth $407K. The position accounts for 0.07% of the portfolio, ranked #143.

Chemistry Wealth Management first reported a position in FISV in Q4 2023 and has held it in 9 quarters since. 478 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Chemistry Wealth Management held 8,294 shares of Fiserv Inc worth $407K as of Q2 2026.
  • Chemistry Wealth Management bought 1,628 Fiserv Inc shares in Q2 2026, an estimated $91K.
  • Fiserv Inc made up 0.07% of Chemistry Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Chemistry Wealth Management first reported a position in Fiserv Inc in Q4 2023 and has held it in 9 quarters since.
  • 478 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.