FWA
FISV

Flagship Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Flagship 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
Q1 		$311K Buy
+1,805
New +$112K 0.13% 81
2025
Q4 		– Sell
-2,855
Closed -$368K – 400
2025
Q3 		$368K Hold
2,855
– – 0.12% 87
2025
Q2 		$492K Hold
2,855
– – 0.19% 67
2025
Q1 		$630K Hold
2,855
– – 0.27% 56
2024
Q4 		$586K Buy
+2,855
New +$583K 0.34% 42

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flagship Wealth Advisors's FISV Position: Q1 2026 in Review

Flagship Wealth Advisors opened a new position in Fiserv Inc (FISV) in Q1 2026: 1,805 shares worth $311K. The stake represents 0.13% of the portfolio and ranks #81 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in FISV as recently as Q3 2025.

Flagship Wealth Advisors first reported a position in FISV in Q4 2024 and has held it in 5 quarters since. The position peaked at $630K in Q1 2025. 1,253 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Flagship Wealth Advisors held 1,805 shares of Fiserv Inc worth $311K as of Q1 2026.
  • Fiserv Inc was a new Flagship Wealth Advisors position in Q1 2026.
  • Fiserv Inc made up 0.13% of Flagship Wealth Advisors's portfolio in Q1 2026, its #81 holding.
  • Flagship Wealth Advisors first reported a position in Fiserv Inc in Q4 2024 and has held it in 5 quarters since.
  • Flagship Wealth Advisors's Fiserv Inc position peaked at $630K in Q1 2025.
  • 1,253 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.