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
Q2 		$202K Sell
3,639
-506
-12% -$28.3K 0.01% 503
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Evergreen Wealth Solutions's FISV Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Fiserv Inc (FISV) stake by 12% in Q2 2026, selling an estimated $28.3K and leaving 3,639 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #503.

Evergreen Wealth Solutions first reported a position in FISV in Q4 2021 and has held it in 18 quarters since. The position peaked at $715K in Q4 2024. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Evergreen Wealth Solutions held 3,639 shares of Fiserv Inc worth $202K as of Q2 2026.
  • Evergreen Wealth Solutions sold 506 Fiserv Inc shares in Q2 2026, an estimated $28.3K.
  • Fiserv Inc made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #503 holding.
  • Evergreen Wealth Solutions first reported a position in Fiserv Inc in Q4 2021 and has held it in 18 quarters since.
  • Evergreen Wealth Solutions's Fiserv Inc position peaked at $715K in Q4 2024.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.