EWP
FISV

Elevation Wealth Partners’s Fiserv Inc FISV Stock Holding History

Elevation Wealth Partners’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 		$46.3K Buy
944
+796
+538% +$44.5K 0.01% 322
2026
Q1 		$8.26K Sell
148
-71
-32% -$4.39K ﹤0.01% 567
2025
Q4 		$14.7K Buy
219
+186
+564% +$15.6K 0.01% 429
2025
Q3 		$4.25K Buy
+33
New +$4.73K ﹤0.01% 510
2025
Q1 		– Sell
-200
Closed -$41.1K – 504
2024
Q4 		$41.1K Hold
200
– – 0.02% 249
2024
Q3 		$35.9K Hold
200
– – 0.02% 254
2024
Q2 		$29.8K Hold
200
– – 0.01% 261
2024
Q1 		$32K Buy
+200
New +$29.1K 0.02% 261

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
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
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Elevation Wealth Partners's FISV Position: Q2 2026 in Review

Elevation Wealth Partners increased its Fiserv Inc (FISV) stake by 538% in Q2 2026, buying an estimated $44.5K and bringing the position to 944 shares worth $46.3K. The position accounts for 0.01% of the portfolio, ranked #322.

Elevation Wealth Partners first reported a position in FISV in Q1 2024 and has held it in 8 quarters since. 788 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Elevation Wealth Partners held 944 shares of Fiserv Inc worth $46.3K as of Q2 2026.
  • Elevation Wealth Partners bought 796 Fiserv Inc shares in Q2 2026, an estimated $44.5K.
  • Fiserv Inc made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #322 holding.
  • Elevation Wealth Partners first reported a position in Fiserv Inc in Q1 2024 and has held it in 8 quarters since.
  • 788 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.