EWS
FISV

Evergreen Wealth Solutions’s Fiserv Inc FISV Stock Holding History

Evergreen Wealth Solutions’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 		$231K Buy
+4,145
New +$256K 0.02% 374
2025
Q4 		– Sell
-2,480
Closed -$320K – 223
2025
Q3 		$320K Sell
2,480
-769
-24% -$110K 0.18% 87
2025
Q2 		$560K Buy
3,249
+586
+22% +$106K 0.34% 56
2025
Q1 		$588K Sell
2,663
-818
-23% -$179K 0.4% 44
2024
Q4 		$715K Sell
3,481
-104
-3% -$21.2K 0.5% 40
2024
Q3 		$644K Sell
3,585
-555
-13% -$91.5K 0.44% 42
2024
Q2 		$617K Sell
4,140
-318
-7% -$48.1K 0.44% 47
2024
Q1 		$712K Sell
4,458
-336
-7% -$48.9K 0.53% 44
2023
Q4 		$637K Buy
4,794
+178
+4% +$21.8K 0.54% 44
2023
Q3 		$521K Sell
4,616
-188
-4% -$23.2K 0.53% 55
2023
Q2 		$606K Buy
4,804
+321
+7% +$37.8K 0.61% 51
2023
Q1 		$507K Sell
4,483
-45
-1% -$4.95K 0.59% 56
2022
Q4 		$458K Buy
4,528
+296
+7% +$29.5K 0.6% 56
2022
Q3 		$396K Sell
4,232
-1,808
-30% -$184K 0.56% 60
2022
Q2 		$537K Sell
6,040
-863
-13% -$83.7K 0.66% 50
2022
Q1 		$700K Buy
6,903
+183
+3% +$18.5K 0.68% 36
2021
Q4 		$697K Buy
+6,720
New +$695K 0.63% 41

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $1.66T AUM 25.57% 1-Year Est. Return

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

Evergreen Wealth Solutions opened a new position in Fiserv Inc (FISV) in Q1 2026: 4,145 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #374 among its holdings. This is a return to the name: Evergreen Wealth Solutions previously reported a position in FISV as recently as Q3 2025.

Evergreen Wealth Solutions first reported a position in FISV in Q4 2021 and has held it in 17 quarters since. The position peaked at $715K in Q4 2024. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Evergreen Wealth Solutions held 4,145 shares of Fiserv Inc worth $231K as of Q1 2026.
  • Fiserv Inc was a new Evergreen Wealth Solutions position in Q1 2026.
  • Fiserv Inc made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #374 holding.
  • Evergreen Wealth Solutions first reported a position in Fiserv Inc in Q4 2021 and has held it in 17 quarters since.
  • Evergreen Wealth Solutions's Fiserv Inc position peaked at $715K in Q4 2024.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.