FWM
FISV

FFT Wealth Management’s Fiserv Inc FISV Stock Holding History

FFT 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
Q1 		– Sell
-26,483
Closed -$1.78M – 103
2025
Q4 		$1.78M Hold
26,483
– – 0.34% 39
2025
Q3 		$3.41M Hold
26,483
– – 0.63% 27
2025
Q2 		$3.51M Hold
26,483
– – 0.69% 26
2025
Q1 		$5.85M Sell
26,483
-242
-0.9% -$53K 1.22% 21
2024
Q4 		$5.49M Buy
26,725
+62
+0.2% +$12.7K 0.41% 31
2024
Q3 		$4.79M Buy
26,663
+178
+0.7% +$29.4K 0.36% 33
2024
Q2 		$3.95M Hold
26,485
– – 0.35% 34
2024
Q1 		$4.23M Buy
+26,485
New +$3.86M 0.36% 31

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFT Wealth Management's FISV Position: Q1 2026 in Review

FFT Wealth Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 26,483 shares — an estimated $1.78M sold.

FFT Wealth Management first reported a position in FISV in Q1 2024 and held it in 8 quarters. The position peaked at $5.85M in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • FFT Wealth Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • FFT Wealth Management sold 26,483 Fiserv Inc shares in Q1 2026, an estimated $1.78M.
  • FFT Wealth Management first reported a position in Fiserv Inc in Q1 2024 and held it in 8 quarters.
  • FFT Wealth Management's Fiserv Inc position peaked at $5.85M in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on FFT Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.