FPW
FISV

Flywheel Private Wealth’s Fiserv Inc FISV Stock Holding History

Flywheel 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 		$284K Hold
5,800
– – 0.14% 84
2026
Q1 		$324K Buy
+5,800
New +$359K 0.18% 70

Other funds holding FISV

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

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

Flywheel Private Wealth held its Fiserv Inc (FISV) position steady in Q2 2026 at 5,800 shares worth $284K. The position accounts for 0.14% of the portfolio, ranked #84.

Flywheel Private Wealth first reported a position in FISV in Q1 2026 and has held it in 2 quarters since. The position peaked at $324K in Q1 2026. 451 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Flywheel Private Wealth held 5,800 shares of Fiserv Inc worth $284K as of Q2 2026.
  • Flywheel Private Wealth left its Fiserv Inc share count unchanged in Q2 2026.
  • Fiserv Inc made up 0.14% of Flywheel Private Wealth's portfolio in Q2 2026, its #84 holding.
  • Flywheel Private Wealth first reported a position in Fiserv Inc in Q1 2026 and has held it in 2 quarters since.
  • Flywheel Private Wealth's Fiserv Inc position peaked at $324K in Q1 2026.
  • 451 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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