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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Focus Partners Wealth's FISV Position: Q1 2026 in Review

Focus Partners Wealth increased its Fiserv Inc (FISV) stake by 59% in Q1 2026, buying an estimated $4.51M and bringing the position to 196,523 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #692.

Focus Partners Wealth first reported a position in FISV in Q4 2023 and has held it in 10 quarters since. The position peaked at $39.9M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Focus Partners Wealth held 196,523 shares of Fiserv Inc worth $11M as of Q1 2026.
  • Focus Partners Wealth bought 72,818 Fiserv Inc shares in Q1 2026, an estimated $4.51M.
  • Fiserv Inc made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #692 holding.
  • Focus Partners Wealth first reported a position in Fiserv Inc in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Fiserv Inc position peaked at $39.9M in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.