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
Q3 		$41K Sell
908
-36
-4% -$1.84K 0.01% 453
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Elevation Wealth Partners's FISV Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Fiserv Inc (FISV) stake by 3.8% in Q3 2026, selling an estimated $1.84K and leaving 908 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #453.

Elevation Wealth Partners first reported a position in FISV in Q1 2024 and has held it in 9 quarters since. The position peaked at $46.3K in Q2 2026. 48 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • Elevation Wealth Partners held 908 shares of Fiserv Inc worth $41K as of Q3 2026.
  • Elevation Wealth Partners sold 36 Fiserv Inc shares in Q3 2026, an estimated $1.84K.
  • Fiserv Inc made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #453 holding.
  • Elevation Wealth Partners first reported a position in Fiserv Inc in Q1 2024 and has held it in 9 quarters since.
  • Elevation Wealth Partners's Fiserv Inc position peaked at $46.3K in Q2 2026.
  • 48 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.