CWP
FISV

Clark Wealth Partners’s Fiserv Inc FISV Stock Holding History

Clark Wealth Partners’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
-27
Closed -$1.51K – 595
2026
Q1 		$1.51K Buy
+27
New +$1.67K ﹤0.01% 480
2025
Q2 		– Sell
-30
Closed -$6.63K – 569
2025
Q1 		$6.63K Hold
30
– – ﹤0.01% 247
2024
Q4 		$6.16K Buy
+30
New +$6.12K ﹤0.01% 218

Other funds holding FISV

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Clark Wealth Partners's FISV Position: Q2 2026 in Review

Clark Wealth Partners sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 27 shares — an estimated $1.51K sold.

Clark Wealth Partners first reported a position in FISV in Q4 2024 and held it in 3 quarters. The position peaked at $6.63K in Q1 2025. 1,084 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Clark Wealth Partners reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 27 Fiserv Inc shares in Q2 2026, an estimated $1.51K.
  • Clark Wealth Partners first reported a position in Fiserv Inc in Q4 2024 and held it in 3 quarters.
  • Clark Wealth Partners's Fiserv Inc position peaked at $6.63K in Q1 2025.
  • 1,084 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.