EW
FISV

Evoke Wealth’s Fiserv Inc FISV Stock Holding History

Evoke 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
Q2 		– Sell
-6,348
Closed -$354K – 225
2026
Q1 		$354K Buy
+6,348
New +$393K 0.01% 497
2025
Q4 		– Sell
-3,690
Closed -$476K – 701
2025
Q3 		$476K Sell
3,690
-6,544
-64% -$938K 0.01% 368
2025
Q2 		$1.76M Buy
10,234
+504
+5% +$91.4K 0.04% 171
2025
Q1 		$2.15M Buy
9,730
+368
+4% +$80.6K 0.06% 129
2024
Q4 		$1.92M Buy
9,362
+654
+8% +$134K 0.05% 129
2024
Q3 		$1.56M Buy
+8,708
New +$1.44M 0.04% 148
2024
Q2 		– Sell
-8,745
Closed -$1.4M – 198
2024
Q1 		$1.4M Buy
+8,745
New +$1.27M 0.04% 147
2023
Q4 		– Sell
-8,745
Closed -$988K – 183
2023
Q3 		$988K Buy
8,745
+22
+0.3% +$2.71K 0.03% 178
2023
Q2 		$1.1M Sell
8,723
-23,118
-73% -$2.72M 0.04% 156
2023
Q1 		$3.6M Sell
31,841
-4,689
-13% -$516K 0.13% 80
2022
Q4 		$3.69M Sell
36,530
-47,020
-56% -$4.68M 0.13% 84
2022
Q3 		$7.82M Sell
83,550
-15,999
-16% -$1.63M 0.32% 37
2022
Q2 		$8.86M Sell
99,549
-6,513
-6% -$632K 0.33% 37
2022
Q1 		$10.8M Sell
106,062
-12,779
-11% -$1.29M 0.35% 36
2021
Q4 		$12.3M Buy
118,841
+119
+0.1% +$12.3K 0.39% 34
2021
Q3 		$12.9M Buy
118,722
+9,262
+8% +$1.03M 0.48% 27
2021
Q2 		$11.7M Buy
109,460
+21,452
+24% +$2.49M 0.44% 34
2021
Q1 		$10.5M Buy
88,008
+87,433
+15,206% +$10M 0.47% 33
2020
Q4 		$65K Buy
575
+421
+273% +$45.4K ﹤0.01% 346
2020
Q3 		$16K Hold
154
– – ﹤0.01% 504
2020
Q2 		$15K Buy
154
+96
+166% +$9.67K ﹤0.01% 508
2020
Q1 		$5.51K Sell
58
-129
-69% -$14.3K ﹤0.01% 591
2019
Q4 		$21.6K Buy
187
+13
+7% +$1.44K ﹤0.01% 574
2019
Q3 		$18K Buy
+174
New +$17.8K ﹤0.01% 688

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

Evoke Wealth's FISV Position: Q2 2026 in Review

Evoke Wealth sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 6,348 shares — an estimated $354K sold.

Evoke Wealth first reported a position in FISV in Q3 2019 and held it in 24 quarters. The position peaked at $12.9M in Q3 2021. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Evoke Wealth reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 6,348 Fiserv Inc shares in Q2 2026, an estimated $354K.
  • Evoke Wealth first reported a position in Fiserv Inc in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's Fiserv Inc position peaked at $12.9M in Q3 2021.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.