IWM
FISV

IMG Wealth Management’s Fiserv Inc FISV Stock Holding History

IMG 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 		– Sell
-56
Closed -$3.76K – 545
2025
Q4 		$3.76K Hold
56
– – ﹤0.01% 443
2025
Q3 		$7.22K Hold
56
– – ﹤0.01% 313
2025
Q2 		$9.65K Buy
+56
New +$10.2K 0.01% 268

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

IMG Wealth Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 56 shares — an estimated $3.76K sold.

IMG Wealth Management first reported a position in FISV in Q2 2025 and held it in 3 quarters. The position peaked at $9.65K in Q2 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • IMG Wealth Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • IMG Wealth Management sold 56 Fiserv Inc shares in Q1 2026, an estimated $3.76K.
  • IMG Wealth Management first reported a position in Fiserv Inc in Q2 2025 and held it in 3 quarters.
  • IMG Wealth Management's Fiserv Inc position peaked at $9.65K in Q2 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.