Dogwood Wealth Management’s Fiserv Inc FISV Stock Holding History

Dogwood 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	$883	Sell	18 -11	-38%	-$615	﹤0.01%	782
2026 Q1	$1.62K	Sell	29 -9	-24%	-$557	﹤0.01%	681
2025 Q4	$2.55K	Sell	38 -75	-66%	-$6.28K	﹤0.01%	521
2025 Q3	$14.6K	Sell	113 -6,945	-98%	-$995K	0.01%	227
2025 Q2	$1.2M	Buy	7,058 +343	+5%	+$62.2K	0.59%	37
2025 Q1	$1.48M	Sell	6,715 -112	-2%	-$24.5K	0.78%	34
2024 Q4	$1.4M	Buy	6,827 +4,007	+142%	+$818K	0.74%	36
2024 Q3	$507K	Buy	2,820 +122	+5%	+$20.1K	0.29%	65
2024 Q2	$402K	Buy	2,698 +384	+17%	+$58.1K	0.25%	60
2024 Q1	$370K	Buy	2,314 +80	+4%	+$11.7K	0.25%	57
2023 Q4	$297K	Buy	+2,234	New	+$274K	0.23%	59

Other funds holding FISV

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

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

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 $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Dogwood Wealth Management reduced its Fiserv Inc (FISV) stake by 38% in Q2 2026, selling an estimated $615 and leaving 18 shares worth $883. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Dogwood Wealth Management first reported a position in FISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q1 2025. 802 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Dogwood Wealth Management held 18 shares of Fiserv Inc worth $883 as of Q2 2026.
Dogwood Wealth Management sold 11 Fiserv Inc shares in Q2 2026, an estimated $615.
Fiserv Inc made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #782 holding.
Dogwood Wealth Management first reported a position in Fiserv Inc in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Fiserv Inc position peaked at $1.48M in Q1 2025.
802 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.