Dynasty Wealth Management’s Fiserv Inc FISV Stock Holding History

Dynasty 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	$329K	Buy	+6,712	New	+$375K	﹤0.01%	307

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

Dynasty Wealth Management opened a new position in Fiserv Inc (FISV) in Q2 2026: 6,712 shares worth $329K. The stake represents ﹤0.01% of the portfolio and ranks #307 among its holdings.

1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Dynasty Wealth Management held 6,712 shares of Fiserv Inc worth $329K as of Q2 2026.
Fiserv Inc was a new Dynasty Wealth Management position in Q2 2026.
Fiserv Inc made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #307 holding.
1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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