Evolve Private Wealth’s Fiserv Inc FISV Stock Holding History

Evolve Private 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	-8,779	Closed	-$490K	–	1086
2026 Q1	$490K	Buy	+8,779	New	+$543K	0.03%	587

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Evolve Private Wealth's FISV Position: Q2 2026 in Review

Evolve Private Wealth sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 8,779 shares — an estimated $490K sold.

Evolve Private Wealth first reported a position in FISV in Q1 2026 and held it in 1 quarter. The position peaked at $490K in Q1 2026. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Evolve Private Wealth reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 8,779 Fiserv Inc shares in Q2 2026, an estimated $490K.
Evolve Private Wealth first reported a position in Fiserv Inc in Q1 2026 and held it in 1 quarter.
Evolve Private Wealth's Fiserv Inc position peaked at $490K in Q1 2026.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.