DWM
FISV

Dakota Wealth Management’s Fiserv Inc FISV Stock Holding History

Dakota Wealth Management’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 		$912K Buy
18,602
+6,758
+57% +$378K 0.02% 450
2026
Q1 		$661K Buy
11,844
+8,590
+264% +$532K 0.01% 485
2025
Q4 		$219K Sell
3,254
-10,981
-77% -$919K ﹤0.01% 723
2025
Q3 		$1.84M Buy
14,235
+1,669
+13% +$239K 0.04% 269
2025
Q2 		$2.17M Buy
12,566
+999
+9% +$181K 0.05% 257
2025
Q1 		$2.55M Sell
11,567
-1,422
-11% -$311K 0.06% 227
2024
Q4 		$2.67M Buy
12,989
+375
+3% +$76.6K 0.06% 226
2024
Q3 		$2.27M Sell
12,614
-465
-4% -$76.7K 0.05% 252
2024
Q2 		$1.95M Buy
13,079
+137
+1% +$20.7K 0.05% 263
2024
Q1 		$2.07M Buy
12,942
+10,757
+492% +$1.57M 0.05% 257
2023
Q4 		$290K Buy
+2,185
New +$268K 0.01% 529

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

Dakota Wealth Management's FISV Position: Q2 2026 in Review

Dakota Wealth Management increased its Fiserv Inc (FISV) stake by 57% in Q2 2026, buying an estimated $378K and bringing the position to 18,602 shares worth $912K. The position accounts for 0.02% of the portfolio, ranked #450.

Dakota Wealth Management first reported a position in FISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.67M in Q4 2024. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Dakota Wealth Management held 18,602 shares of Fiserv Inc worth $912K as of Q2 2026.
  • Dakota Wealth Management bought 6,758 Fiserv Inc shares in Q2 2026, an estimated $378K.
  • Fiserv Inc made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #450 holding.
  • Dakota Wealth Management first reported a position in Fiserv Inc in Q4 2023 and has held it in 11 quarters since.
  • Dakota Wealth Management's Fiserv Inc position peaked at $2.67M in Q4 2024.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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