EPW
FISV

Evergreen Private Wealth’s Fiserv Inc FISV Stock Holding History

Evergreen Private Wealth’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
Q1 		– Sell
-1,975
Closed -$133K – 89
2025
Q4 		$133K Buy
1,975
+1,204
+156% +$101K 0.05% 82
2025
Q3 		$99.4K Buy
771
+4
+0.5% +$573 0.04% 88
2025
Q2 		$132K Sell
767
-186
-20% -$33.7K 0.06% 82
2025
Q1 		$210K Sell
953
-3
-0.3% -$657 0.1% 66
2024
Q4 		$196K Sell
956
-1
-0.1% -$204 0.09% 67
2024
Q3 		$172K Buy
957
+9
+0.9% +$1.49K 0.08% 75
2024
Q2 		$141K Sell
948
-2
-0.2% -$303 0.07% 84
2024
Q1 		$152K Sell
950
-279
-23% -$40.6K 0.08% 83
2023
Q4 		$163K Buy
+1,229
New +$151K 0.09% 73

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Private Wealth's FISV Position: Q1 2026 in Review

Evergreen Private Wealth sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 1,975 shares — an estimated $133K sold.

Evergreen Private Wealth first reported a position in FISV in Q4 2023 and held it in 9 quarters. The position peaked at $210K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Evergreen Private Wealth reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Evergreen Private Wealth sold 1,975 Fiserv Inc shares in Q1 2026, an estimated $133K.
  • Evergreen Private Wealth first reported a position in Fiserv Inc in Q4 2023 and held it in 9 quarters.
  • Evergreen Private Wealth's Fiserv Inc position peaked at $210K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Evergreen Private Wealth's 13F filing for Q1 2026, filed 29 Apr 2026.