EWA
FISV

EverSource Wealth Advisors’s Fiserv Inc FISV Stock Holding History

EverSource 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 		$128K Sell
2,615
-7,288
-74% -$407K ﹤0.01% 1245
2026
Q1 		$553K Buy
9,903
+2,915
+42% +$180K 0.02% 563
2025
Q4 		$469K Buy
6,988
+3,222
+86% +$270K 0.02% 564
2025
Q3 		$485K Buy
3,766
+29
+0.8% +$4.16K 0.02% 517
2025
Q2 		$644K Sell
3,737
-604
-14% -$110K 0.03% 379
2025
Q1 		$959K Buy
4,341
+513
+13% +$112K 0.05% 255
2024
Q4 		$786K Sell
3,828
-403
-10% -$82.3K 0.04% 280
2024
Q3 		$760K Buy
4,231
+82
+2% +$13.5K 0.05% 262
2024
Q2 		$679K Buy
4,149
+459
+12% +$69.5K 0.05% 270
2024
Q1 		$563K Buy
3,690
+648
+21% +$94.4K 0.04% 249
2023
Q4 		$404K Sell
3,042
-213
-7% -$26.1K 0.04% 281
2023
Q3 		$368K Sell
3,255
-328
-9% -$40.4K 0.04% 267
2023
Q2 		$452K Sell
3,583
-100
-3% -$11.8K 0.05% 240
2023
Q1 		$416K Sell
3,683
-722
-16% -$79.4K 0.05% 244
2022
Q4 		$445K Buy
4,405
+4,004
+999% +$399K 0.07% 214
2022
Q3 		$37K Buy
401
+153
+62% +$15.6K 0.01% 716
2022
Q2 		$22K Buy
248
+70
+39% +$6.79K 0.01% 800
2022
Q1 		$18K Sell
178
-168
-49% -$17K ﹤0.01% 737
2021
Q4 		$36K Buy
+346
New +$35.8K 0.01% 487

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

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

EverSource Wealth Advisors reduced its Fiserv Inc (FISV) stake by 74% in Q2 2026, selling an estimated $407K and leaving 2,615 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

EverSource Wealth Advisors first reported a position in FISV in Q4 2021 and has held it in 19 quarters since. The position peaked at $959K in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • EverSource Wealth Advisors held 2,615 shares of Fiserv Inc worth $128K as of Q2 2026.
  • EverSource Wealth Advisors sold 7,288 Fiserv Inc shares in Q2 2026, an estimated $407K.
  • Fiserv Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1245 holding.
  • EverSource Wealth Advisors first reported a position in Fiserv Inc in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Fiserv Inc position peaked at $959K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.