CWA
FISV

Clarity Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Clarity Wealth Advisors’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 		$834K Buy
+17,000
New +$950K 0.15% 51
2026
Q1 		– Sell
-3,010
Closed -$202K – 109
2025
Q4 		$202K Buy
+3,010
New +$252K 0.04% 107

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
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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Clarity Wealth Advisors's FISV Position: Q2 2026 in Review

Clarity Wealth Advisors opened a new position in Fiserv Inc (FISV) in Q2 2026: 17,000 shares worth $834K. The stake represents 0.15% of the portfolio and ranks #51 among its holdings. This is a return to the name: Clarity Wealth Advisors previously reported a position in FISV as recently as Q4 2025.

Clarity Wealth Advisors first reported a position in FISV in Q4 2025 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Clarity Wealth Advisors held 17,000 shares of Fiserv Inc worth $834K as of Q2 2026.
  • Fiserv Inc was a new Clarity Wealth Advisors position in Q2 2026.
  • Fiserv Inc made up 0.15% of Clarity Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Clarity Wealth Advisors first reported a position in Fiserv Inc in Q4 2025 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.