GWM
FISV

Gilpin Wealth Management’s Fiserv Inc FISV Stock Holding History

Gilpin Wealth Management’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
Q3 		$68.9K Buy
1,525
+281
+23% +$14.4K 0.05% 215
2026
Q2 		$61K Buy
1,244
+371
+42% +$20.7K 0.04% 206
2026
Q1 		$48.7K Buy
873
+64
+8% +$3.96K 0.04% 196
2025
Q4 		$54.3K Buy
+809
New +$67.7K 0.04% 188

Other funds holding FISV

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Gilpin Wealth Management's FISV Position: Q3 2026 in Review

Gilpin Wealth Management increased its Fiserv Inc (FISV) stake by 23% in Q3 2026, buying an estimated $14.4K and bringing the position to 1,525 shares worth $68.9K. The position accounts for 0.05% of the portfolio, ranked #215.

Gilpin Wealth Management first reported a position in FISV in Q4 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • Gilpin Wealth Management held 1,525 shares of Fiserv Inc worth $68.9K as of Q3 2026.
  • Gilpin Wealth Management bought 281 Fiserv Inc shares in Q3 2026, an estimated $14.4K.
  • Fiserv Inc made up 0.05% of Gilpin Wealth Management's portfolio in Q3 2026, its #215 holding.
  • Gilpin Wealth Management first reported a position in Fiserv Inc in Q4 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.