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
Q2 		– Sell
-1,805
Closed -$311K – 488
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 $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
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

Flagship Wealth Advisors's FISV Position: Q2 2026 in Review

Flagship Wealth Advisors sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 1,805 shares — an estimated $311K sold.

Flagship Wealth Advisors first reported a position in FISV in Q4 2024 and held it in 5 quarters. The position peaked at $630K in Q1 2025. 1,149 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Flagship Wealth Advisors reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Flagship Wealth Advisors sold 1,805 Fiserv Inc shares in Q2 2026, an estimated $311K.
  • Flagship Wealth Advisors first reported a position in Fiserv Inc in Q4 2024 and held it in 5 quarters.
  • Flagship Wealth Advisors's Fiserv Inc position peaked at $630K in Q1 2025.
  • 1,149 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.