CrossGen Wealth’s Fiserv Inc FISV Stock Holding History

CrossGen Wealth’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	-2	Closed	-$112	–	219
2026 Q1	$112	Hold	2	–	–	﹤0.01%	199
2025 Q4	$134	Buy	+2	New	+$167	﹤0.01%	197

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

CrossGen Wealth's FISV Position: Q2 2026 in Review

CrossGen Wealth sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 2 shares — an estimated $112 sold.

CrossGen Wealth first reported a position in FISV in Q4 2025 and held it in 2 quarters. The position peaked at $134 in Q4 2025. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

CrossGen Wealth reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
CrossGen Wealth sold 2 Fiserv Inc shares in Q2 2026, an estimated $112.
CrossGen Wealth first reported a position in Fiserv Inc in Q4 2025 and held it in 2 quarters.
CrossGen Wealth's Fiserv Inc position peaked at $134 in Q4 2025.
1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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