Golden State Wealth Management’s Fiserv Inc FISV Stock Holding History

Golden State 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 Q2	$11K	Hold	225	–	–	﹤0.01%	1095
2026 Q1	$12.6K	Buy	225 +218	+3,114%	+$13.5K	﹤0.01%	1043
2025 Q4	$470	Sell	7 -237	-97%	-$19.8K	﹤0.01%	1594
2025 Q3	$31.5K	Hold	244	–	–	﹤0.01%	797
2025 Q2	$42.1K	Buy	244 +221	+961%	+$40.1K	0.01%	686
2025 Q1	$5.08K	Sell	23 -5	-18%	-$1.09K	﹤0.01%	1166
2024 Q4	$5.75K	Buy	+28	New	+$5.72K	﹤0.01%	1086

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Golden State Wealth Management's FISV Position: Q2 2026 in Review

Golden State Wealth Management held its Fiserv Inc (FISV) position steady in Q2 2026 at 225 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Golden State Wealth Management first reported a position in FISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $42.1K in Q2 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Golden State Wealth Management held 225 shares of Fiserv Inc worth $11K as of Q2 2026.
Golden State Wealth Management left its Fiserv Inc share count unchanged in Q2 2026.
Fiserv Inc made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1095 holding.
Golden State Wealth Management first reported a position in Fiserv Inc in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Fiserv Inc position peaked at $42.1K in Q2 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.