CWG
FISV

Cornerstone Wealth Group’s Fiserv Inc FISV Stock Holding History

Cornerstone Wealth Group’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
-4,499
Closed -$285K – 510
2026
Q1 		$285K Sell
4,499
-521
-10% -$32.2K 0.02% 337
2025
Q4 		$337K Buy
5,020
+2,399
+92% +$201K 0.02% 259
2025
Q3 		$338K Sell
2,621
-14
-0.5% -$2.01K 0.02% 248
2025
Q2 		$454K Sell
2,635
-46
-2% -$8.34K 0.03% 194
2025
Q1 		$592K Buy
2,681
+303
+13% +$66.3K 0.05% 166
2024
Q4 		$488K Buy
2,378
+75
+3% +$15.3K 0.04% 165
2024
Q3 		$414K Buy
2,303
+78
+4% +$12.9K 0.03% 182
2024
Q2 		$332K Buy
2,225
+43
+2% +$6.51K 0.03% 194
2024
Q1 		$349K Buy
+2,182
New +$318K 0.03% 178

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Cornerstone Wealth Group's FISV Position: Q2 2026 in Review

Cornerstone Wealth Group sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 4,499 shares — an estimated $285K sold.

Cornerstone Wealth Group first reported a position in FISV in Q1 2024 and held it in 9 quarters. The position peaked at $592K in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Cornerstone Wealth Group reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Wealth Group sold 4,499 Fiserv Inc shares in Q2 2026, an estimated $285K.
  • Cornerstone Wealth Group first reported a position in Fiserv Inc in Q1 2024 and held it in 9 quarters.
  • Cornerstone Wealth Group's Fiserv Inc position peaked at $592K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.