EWM
FISV

Evolution Wealth Management’s Fiserv Inc FISV Stock Holding History

Evolution 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 		– Sell
-100
Closed -$5.58K – 947
2026
Q1 		$5.58K Buy
+100
New +$6.19K ﹤0.01% 605

Other funds holding FISV

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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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

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

Evolution Wealth Management sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 100 shares — an estimated $5.58K sold.

Evolution Wealth Management first reported a position in FISV in Q1 2026 and held it in 1 quarter. The position peaked at $5.58K in Q1 2026. 1,149 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Evolution Wealth Management reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 100 Fiserv Inc shares in Q2 2026, an estimated $5.58K.
  • Evolution Wealth Management first reported a position in Fiserv Inc in Q1 2026 and held it in 1 quarter.
  • Evolution Wealth Management's Fiserv Inc position peaked at $5.58K in Q1 2026.
  • 1,149 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.