EWA
FISV

EP Wealth Advisors’s Fiserv Inc FISV Stock Holding History

EP Wealth Advisors’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 		$519K Sell
10,571
-1,804
-15% -$101K ﹤0.01% 1015
2026
Q1 		$691K Sell
12,375
-4,497
-27% -$278K ﹤0.01% 772
2025
Q4 		$1.13M Buy
+16,872
New +$1.41M 0.01% 591
2025
Q2 		$5.85M Buy
33,929
+18,412
+119% +$3.34M 0.04% 244
2025
Q1 		$3.43M Buy
15,517
+2,958
+24% +$648K 0.03% 274
2024
Q4 		$2.58M Buy
12,559
+186
+2% +$38K 0.02% 317
2024
Q3 		$2.22M Buy
12,373
+97
+0.8% +$16K 0.02% 339
2024
Q2 		$1.83M Buy
12,276
+235
+2% +$35.6K 0.02% 293
2024
Q1 		$1.92M Buy
12,041
+835
+7% +$122K 0.02% 273
2023
Q4 		$1.49M Sell
11,206
-905
-7% -$111K 0.02% 302
2023
Q3 		$1.37M Buy
+12,111
New +$1.49M 0.02% 280
2023
Q2 		– Sell
-1,970
Closed -$1.38M – 692
2023
Q1 		$1.38M Sell
1,970
-6,656
-77% -$732K 0.02% 265
2022
Q4 		$872K Buy
+8,626
New +$859K 0.02% 303
2022
Q3 		– Sell
-4,421
Closed -$393K – 435
2022
Q2 		$393K Buy
4,421
+212
+5% +$20.6K 0.01% 426
2022
Q1 		$427K Sell
4,209
-1,470
-26% -$149K 0.01% 412
2021
Q4 		$589K Buy
5,679
+3,236
+132% +$335K 0.01% 329
2021
Q3 		$265K Buy
2,443
+39
+2% +$4.36K 0.01% 459
2021
Q2 		$257K Buy
2,404
+21
+0.9% +$2.44K 0.01% 473
2021
Q1 		$284K Sell
2,383
-14
-0.6% -$1.61K 0.01% 411
2020
Q4 		$273K Buy
2,397
+18
+0.8% +$1.94K 0.01% 358
2020
Q3 		$245K Buy
+2,379
New +$237K 0.01% 319
2020
Q2 		– Sell
-2,425
Closed -$244K – 343
2020
Q1 		$230K Buy
2,425
+309
+15% +$34.3K 0.01% 337
2019
Q4 		$245K Buy
2,116
+67
+3% +$7.4K 0.01% 364
2019
Q3 		$212K Buy
+2,049
New +$209K 0.01% 337

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

EP Wealth Advisors's FISV Position: Q2 2026 in Review

EP Wealth Advisors reduced its Fiserv Inc (FISV) stake by 15% in Q2 2026, selling an estimated $101K and leaving 10,571 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

EP Wealth Advisors first reported a position in FISV in Q3 2019 and has held it in 24 quarters since. The position peaked at $5.85M in Q2 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • EP Wealth Advisors held 10,571 shares of Fiserv Inc worth $519K as of Q2 2026.
  • EP Wealth Advisors sold 1,804 Fiserv Inc shares in Q2 2026, an estimated $101K.
  • Fiserv Inc made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1015 holding.
  • EP Wealth Advisors first reported a position in Fiserv Inc in Q3 2019 and has held it in 24 quarters since.
  • EP Wealth Advisors's Fiserv Inc position peaked at $5.85M in Q2 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.