HWM
FISV

HB Wealth Management’s Fiserv Inc FISV Stock Holding History

HB 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 		$1.14M Sell
23,164
-7,135
-24% -$399K 0.01% 689
2026
Q1 		$1.69M Buy
30,299
+4,629
+18% +$286K 0.01% 476
2025
Q4 		$1.72M Sell
25,670
-6,584
-20% -$551K 0.01% 439
2025
Q3 		$4.16M Sell
32,254
-352
-1% -$50.4K 0.03% 274
2025
Q2 		$5.62M Sell
32,606
-5,509
-14% -$999K 0.04% 211
2025
Q1 		$8.42M Buy
38,115
+9,332
+32% +$2.04M 0.07% 157
2024
Q4 		$5.91M Buy
28,783
+886
+3% +$181K 0.06% 145
2024
Q3 		$5.01M Buy
27,897
+831
+3% +$137K 0.05% 158
2024
Q2 		$4.03M Sell
27,066
-373
-1% -$56.5K 0.05% 174
2024
Q1 		$4.39M Buy
27,439
+546
+2% +$79.5K 0.06% 162
2023
Q4 		$3.57M Buy
26,893
+381
+1% +$46.8K 0.05% 162
2023
Q3 		$2.99M Buy
26,512
+961
+4% +$118K 0.05% 164
2023
Q2 		$3.22M Buy
25,551
+2,833
+12% +$334K 0.05% 159
2023
Q1 		$2.57M Buy
22,718
+402
+2% +$44.2K 0.04% 171
2022
Q4 		$2.26M Buy
22,316
+5,463
+32% +$544K 0.04% 185
2022
Q3 		$1.58M Buy
16,853
+1,143
+7% +$116K 0.03% 203
2022
Q2 		$1.4M Buy
15,710
+292
+2% +$28.3K 0.03% 210
2022
Q1 		$1.56M Buy
15,418
+1,444
+10% +$146K 0.03% 213
2021
Q4 		$1.45M Buy
+13,974
New +$1.44M 0.03% 193

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HB Wealth Management's FISV Position: Q2 2026 in Review

HB Wealth Management reduced its Fiserv Inc (FISV) stake by 24% in Q2 2026, selling an estimated $399K and leaving 23,164 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #689.

HB Wealth Management first reported a position in FISV in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.42M in Q1 2025. 889 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • HB Wealth Management held 23,164 shares of Fiserv Inc worth $1.14M as of Q2 2026.
  • HB Wealth Management sold 7,135 Fiserv Inc shares in Q2 2026, an estimated $399K.
  • Fiserv Inc made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #689 holding.
  • HB Wealth Management first reported a position in Fiserv Inc in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Fiserv Inc position peaked at $8.42M in Q1 2025.
  • 889 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.