CW
FISV

Curio Wealth’s Fiserv Inc FISV Stock Holding History

Curio 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
-1
Closed -$56 – 450
2026
Q1 		$56 Buy
+1
New +$62 ﹤0.01% 1109
2025
Q4 		– Sell
-416
Closed -$53.6K – 472
2025
Q3 		$53.6K Hold
416
– – 0.02% 121
2025
Q2 		$71.7K Buy
416
+415
+41,500% +$75.3K 0.03% 112
2025
Q1 		$85.5K Sell
1
-415
-100% -$90.9K 0.04% 106
2024
Q4 		$85.5K Buy
+416
New +$84.9K 0.05% 103

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
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
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Curio Wealth's FISV Position: Q2 2026 in Review

Curio Wealth sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 1 share — an estimated $56 sold.

Curio Wealth first reported a position in FISV in Q4 2024 and held it in 5 quarters. The position peaked at $85.5K in Q1 2025. 781 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Curio Wealth reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1 Fiserv Inc share in Q2 2026, an estimated $56.
  • Curio Wealth first reported a position in Fiserv Inc in Q4 2024 and held it in 5 quarters.
  • Curio Wealth's Fiserv Inc position peaked at $85.5K in Q1 2025.
  • 781 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.