CWS
FISV

Cypress Wealth Services’s Fiserv Inc FISV Stock Holding History

Cypress Wealth Services’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
Q1 		– Sell
-3,331
Closed -$224K – 407
2025
Q4 		$224K Buy
3,331
+1,027
+45% +$86K 0.03% 357
2025
Q3 		$297K Sell
2,304
-51
-2% -$7.31K 0.05% 256
2025
Q2 		$406K Buy
2,355
+857
+57% +$155K 0.07% 192
2025
Q1 		$331K Buy
1,498
+180
+14% +$39.4K 0.07% 199
2024
Q4 		$271K Buy
1,318
+76
+6% +$15.5K 0.05% 219
2024
Q3 		$223K Buy
+1,242
New +$205K 0.05% 245

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cypress Wealth Services's FISV Position: Q1 2026 in Review

Cypress Wealth Services sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 3,331 shares — an estimated $224K sold.

Cypress Wealth Services first reported a position in FISV in Q3 2024 and held it in 6 quarters. The position peaked at $406K in Q2 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Cypress Wealth Services reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Cypress Wealth Services sold 3,331 Fiserv Inc shares in Q1 2026, an estimated $224K.
  • Cypress Wealth Services first reported a position in Fiserv Inc in Q3 2024 and held it in 6 quarters.
  • Cypress Wealth Services's Fiserv Inc position peaked at $406K in Q2 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Cypress Wealth Services's 13F filing for Q1 2026, filed 15 Apr 2026.