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
Q1 		$94.9K Hold
1,700
– – ﹤0.01% 1505
2025
Q4 		$128K Hold
1,700
– – ﹤0.01% 1359
2025
Q3 		$219K Hold
1,700
– – ﹤0.01% 1229
2025
Q2 		$293K Hold
1,700
– – ﹤0.01% 947
2025
Q1 		$375K Hold
1,700
– – ﹤0.01% 877
2024
Q4 		$349K Hold
1,700
– – ﹤0.01% 757
2024
Q3 		$305K Hold
1,700
– – ﹤0.01% 755
2024
Q2 		$253K Hold
1,700
– – ﹤0.01% 771
2024
Q1 		$272K Buy
+1,700
New +$248K ﹤0.01% 694

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

HB Wealth Management's FISV Position: Q1 2026 in Review

HB Wealth Management increased its Fiserv Inc (FISV) stake by 18% in Q1 2026, buying an estimated $286K and bringing the position to 30,299 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #476.

HB Wealth Management first reported a position in FISV in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.42M in Q1 2025. 1,253 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • HB Wealth Management held 30,299 shares of Fiserv Inc worth $1.69M as of Q1 2026.
  • HB Wealth Management bought 4,629 Fiserv Inc shares in Q1 2026, an estimated $286K.
  • Fiserv Inc made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #476 holding.
  • HB Wealth Management first reported a position in Fiserv Inc in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Fiserv Inc position peaked at $8.42M in Q1 2025.
  • 1,253 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.