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	$83.4K	Hold	1,700	–	–	﹤0.01%	1665
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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 $60.8B AUM 26.63% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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. 1,154 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.
1,154 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.