Empirical Wealth Management’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.83M | Buy |
57,658
+5,970
| +12% | +$334K | 0.04% | 225 |
|
|
2026
Q1 | $2.88M | Buy |
51,688
+9,446
| +22% | +$584K | 0.05% | 210 |
|
|
2025
Q4 | $2.84M | Buy |
42,242
+3,313
| +9% | +$277K | 0.05% | 205 |
|
|
2025
Q3 | $5.02M | Sell |
38,929
-30,984
| -44% | -$4.44M | 0.1% | 138 |
|
|
2025
Q2 | $12.1M | Sell |
69,913
-8,323
| -11% | -$1.51M | 0.27% | 72 |
|
|
2025
Q1 | $17.3M | Buy |
78,236
+70,179
| +871% | +$15.4M | 0.44% | 41 |
|
|
2024
Q4 | $1.66M | Buy |
8,057
+375
| +5% | +$76.6K | 0.04% | 219 |
|
|
2024
Q3 | $1.38M | Buy |
7,682
+897
| +13% | +$148K | 0.04% | 234 |
|
|
2024
Q2 | $1.01M | Sell |
6,785
-2,683
| -28% | -$406K | 0.03% | 261 |
|
|
2024
Q1 | $1.51M | Buy |
9,468
+305
| +3% | +$44.4K | 0.05% | 213 |
|
|
2023
Q4 | $1.22M | Buy |
9,163
+105
| +1% | +$12.9K | 0.04% | 221 |
|
|
2023
Q3 | $1.02M | Sell |
9,058
-35
| -0.4% | -$4.31K | 0.04% | 223 |
|
|
2023
Q2 | $1.15M | Sell |
9,093
-1,560
| -15% | -$184K | 0.05% | 211 |
|
|
2023
Q1 | $1.2M | Sell |
10,653
-292
| -3% | -$32.1K | 0.05% | 189 |
|
|
2022
Q4 | $1.11M | Sell |
10,945
-1,730
| -14% | -$172K | 0.05% | 194 |
|
|
2022
Q3 | $1.19M | Buy |
12,675
+5,072
| +67% | +$517K | 0.06% | 182 |
|
|
2022
Q2 | $676K | Buy |
7,603
+1,134
| +18% | +$110K | 0.04% | 252 |
|
|
2022
Q1 | $656K | Sell |
6,469
-1,990
| -24% | -$201K | 0.03% | 278 |
|
|
2021
Q4 | $878K | Buy |
8,459
+4,517
| +115% | +$467K | 0.04% | 239 |
|
|
2021
Q3 | $428K | Sell |
3,942
-58
| -1% | -$6.48K | 0.02% | 331 |
|
|
2021
Q2 | $428K | Buy |
+4,000
| New | +$465K | 0.03% | 321 |
|
|
2021
Q1 | – | Sell |
-3,949
| Closed | -$450K | – | 405 |
|
|
2020
Q4 | $450K | Buy |
3,949
+351
| +10% | +$37.8K | 0.03% | 262 |
|
|
2020
Q3 | $371K | Sell |
3,598
-276
| -7% | -$27.5K | 0.03% | 254 |
|
|
2020
Q2 | $378K | Hold |
3,874
| – | – | 0.04% | 248 |
|
|
2020
Q1 | $368K | Sell |
3,874
-51
| -1% | -$5.67K | 0.04% | 224 |
|
|
2019
Q4 | $454K | Buy |
3,925
+40
| +1% | +$4.42K | 0.05% | 201 |
|
|
2019
Q3 | $402K | Sell |
3,885
-86
| -2% | -$8.78K | 0.05% | 197 |
|
|
2019
Q2 | $362K | Buy |
3,971
+760
| +24% | +$66.6K | 0.05% | 186 |
|
|
2019
Q1 | $283K | Sell |
3,211
-815
| -20% | -$67.2K | 0.04% | 188 |
|
|
2018
Q4 | $296K | Buy |
4,026
+18
| +0.4% | +$1.39K | 0.05% | 159 |
|
|
2018
Q3 | $330K | Sell |
4,008
-150
| -4% | -$11.8K | 0.06% | 157 |
|
|
2018
Q2 | $308K | Hold |
4,158
| – | – | 0.06% | 147 |
|
|
2018
Q1 | $297K | Buy |
4,158
+60
| +1% | +$4.22K | 0.06% | 135 |
|
|
2017
Q4 | $269K | Buy |
+4,098
| New | +$265K | 0.06% | 123 |
|
Other funds holding FISV
CB
PAI
Empirical Wealth Management's FISV Position: Q2 2026 in Review
Empirical Wealth Management increased its Fiserv Inc (FISV) stake by 12% in Q2 2026, buying an estimated $334K and bringing the position to 57,658 shares worth $2.83M. The position accounts for 0.04% of the portfolio, ranked #225.
Empirical Wealth Management first reported a position in FISV in Q4 2017 and has held it in 34 quarters since. The position peaked at $17.3M in Q1 2025. 776 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- Empirical Wealth Management held 57,658 shares of Fiserv Inc worth $2.83M as of Q2 2026.
- Empirical Wealth Management bought 5,970 Fiserv Inc shares in Q2 2026, an estimated $334K.
- Fiserv Inc made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #225 holding.
- Empirical Wealth Management first reported a position in Fiserv Inc in Q4 2017 and has held it in 34 quarters since.
- Empirical Wealth Management's Fiserv Inc position peaked at $17.3M in Q1 2025.
- 776 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.