Focus Partners Wealth
FISV

Focus Partners Wealth’s Fiserv Inc FISV Stock Holding History

Focus Partners 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 		$8.82M Sell
179,787
-16,736
-9% -$935K 0.01% 756
2026
Q1 		$11M Buy
196,523
+72,818
+59% +$4.51M 0.01% 692
2025
Q4 		$8.52M Sell
123,705
-54,106
-30% -$4.53M 0.01% 758
2025
Q3 		$23M Sell
177,811
-17,298
-9% -$2.48M 0.04% 376
2025
Q2 		$33.6M Buy
195,109
+14,223
+8% +$2.58M 0.07% 249
2025
Q1 		$39.9M Buy
180,886
+132,377
+273% +$29M 0.1% 200
2024
Q4 		$9.96M Buy
48,509
+9,916
+26% +$2.02M 0.03% 462
2024
Q3 		$6.93M Sell
38,593
-20,643
-35% -$3.41M 0.02% 483
2024
Q2 		$9.02M Buy
59,236
+29,232
+97% +$4.42M 0.03% 400
2024
Q1 		$4.79M Buy
30,004
+20,552
+217% +$2.99M 0.04% 330
2023
Q4 		$1.26M Buy
+9,452
New +$1.16M 0.02% 416

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's FISV Position: Q2 2026 in Review

Focus Partners Wealth reduced its Fiserv Inc (FISV) stake by 8.5% in Q2 2026, selling an estimated $935K and leaving 179,787 shares worth $8.82M. The position accounts for 0.01% of the portfolio, ranked #756.

Focus Partners Wealth first reported a position in FISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $39.9M in Q1 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Focus Partners Wealth held 179,787 shares of Fiserv Inc worth $8.82M as of Q2 2026.
  • Focus Partners Wealth sold 16,736 Fiserv Inc shares in Q2 2026, an estimated $935K.
  • Fiserv Inc made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #756 holding.
  • Focus Partners Wealth first reported a position in Fiserv Inc in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Fiserv Inc position peaked at $39.9M in Q1 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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