EWM
FISV

Evermay Wealth Management’s Fiserv Inc FISV Stock Holding History

Evermay Wealth Management’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 		$39.2K Sell
800
-44
-5% -$2.46K ﹤0.01% 380
2026
Q1 		$47.1K Hold
844
– – 0.01% 325
2025
Q4 		$56.7K Hold
844
– – 0.01% 314
2025
Q3 		$109K Hold
844
– – 0.01% 257
2025
Q2 		$146K Hold
844
– – 0.02% 227
2025
Q1 		$186K Sell
844
-15
-2% -$3.28K 0.02% 196
2024
Q4 		$176K Hold
859
– – 0.03% 204
2024
Q3 		$154K Hold
859
– – 0.02% 224
2024
Q2 		$128K Hold
859
– – 0.02% 237
2024
Q1 		$137K Sell
859
-23
-3% -$3.35K 0.02% 238
2023
Q4 		$117K Buy
882
+6
+0.7% +$736 0.02% 232
2023
Q3 		$99K Buy
876
+76
+10% +$9.36K 0.02% 238
2023
Q2 		$101K Hold
800
– – 0.02% 243
2023
Q1 		$90.4K Hold
800
– – 0.02% 248
2022
Q4 		$80.9K Hold
800
– – 0.02% 245
2022
Q3 		$75K Hold
800
– – 0.01% 243
2022
Q2 		$71K Sell
800
-1,396
-64% -$135K 0.01% 245
2022
Q1 		$223K Sell
2,196
-220
-9% -$22.3K 0.04% 180
2021
Q4 		$251K Hold
2,416
– – 0.04% 153
2021
Q3 		$262K Sell
2,416
-1,782
-42% -$199K 0.05% 141
2021
Q2 		$449K Sell
4,198
-720
-15% -$83.7K 0.08% 105
2021
Q1 		$585K Sell
4,918
-230
-4% -$26.4K 0.12% 77
2020
Q4 		$586K Sell
5,148
-711
-12% -$76.6K 0.13% 74
2020
Q3 		$604K Sell
5,859
-10
-0.2% -$996 0.15% 71
2020
Q2 		$573K Sell
5,869
-325
-5% -$32.7K 0.15% 70
2020
Q1 		$588K Buy
6,194
+4,206
+212% +$467K 0.18% 61
2019
Q4 		$230K Hold
1,988
– – 0.06% 142
2019
Q3 		$206K Buy
+1,988
New +$203K 0.06% 143

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

Evermay Wealth Management's FISV Position: Q2 2026 in Review

Evermay Wealth Management reduced its Fiserv Inc (FISV) stake by 5.2% in Q2 2026, selling an estimated $2.46K and leaving 800 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Evermay Wealth Management first reported a position in FISV in Q3 2019 and has held it in 28 quarters since. The position peaked at $604K in Q3 2020. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Evermay Wealth Management held 800 shares of Fiserv Inc worth $39.2K as of Q2 2026.
  • Evermay Wealth Management sold 44 Fiserv Inc shares in Q2 2026, an estimated $2.46K.
  • Fiserv Inc made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #380 holding.
  • Evermay Wealth Management first reported a position in Fiserv Inc in Q3 2019 and has held it in 28 quarters since.
  • Evermay Wealth Management's Fiserv Inc position peaked at $604K in Q3 2020.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.