Drive Wealth Management’s Fiserv Inc FISV Stock Holding History

Drive 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	–	Sell	-3,964	Closed	-$221K	–	470
2026 Q1	$221K	Sell	3,964 -1,922	-33%	-$119K	0.05%	330
2025 Q4	$395K	Buy	5,886 +718	+14%	+$60.1K	0.08%	206
2025 Q3	$666K	Sell	5,168 -143	-3%	-$20.5K	0.14%	122
2025 Q2	$916K	Sell	5,311 -347	-6%	-$62.9K	0.2%	100
2025 Q1	$1.25M	Buy	+5,658	New	+$1.24M	0.29%	79
2022 Q1	–	Sell	-4,489	Closed	-$466K	–	174
2021 Q4	$466K	Buy	+4,489	New	+$464K	0.41%	66

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

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

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

Drive Wealth Management sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 3,964 shares — an estimated $221K sold.

Drive Wealth Management first reported a position in FISV in Q4 2021 and held it in 6 quarters. The position peaked at $1.25M in Q1 2025. 1,143 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Drive Wealth Management reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
Drive Wealth Management sold 3,964 Fiserv Inc shares in Q2 2026, an estimated $221K.
Drive Wealth Management first reported a position in Fiserv Inc in Q4 2021 and held it in 6 quarters.
Drive Wealth Management's Fiserv Inc position peaked at $1.25M in Q1 2025.
1,143 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.