IPW
FISV

Inlet Private Wealth’s Fiserv Inc FISV Stock Holding History

Inlet Private Wealth’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 		$3.34M Buy
68,095
+235
+0.3% +$13.1K 0.81% 39
2026
Q1 		$3.79M Buy
67,860
+7,025
+12% +$435K 0.97% 34
2025
Q4 		$4.09M Buy
60,835
+51,111
+526% +$4.28M 0.95% 36
2025
Q3 		$1.25M Buy
+9,724
New +$1.39M 0.28% 79

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Inlet Private Wealth's FISV Position: Q2 2026 in Review

Inlet Private Wealth increased its Fiserv Inc (FISV) stake by 0.35% in Q2 2026, buying an estimated $13.1K and bringing the position to 68,095 shares worth $3.34M. The position accounts for 0.81% of the portfolio, ranked #39.

Inlet Private Wealth first reported a position in FISV in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.09M in Q4 2025. 781 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Inlet Private Wealth held 68,095 shares of Fiserv Inc worth $3.34M as of Q2 2026.
  • Inlet Private Wealth bought 235 Fiserv Inc shares in Q2 2026, an estimated $13.1K.
  • Fiserv Inc made up 0.81% of Inlet Private Wealth's portfolio in Q2 2026, its #39 holding.
  • Inlet Private Wealth first reported a position in Fiserv Inc in Q3 2025 and has held it in 4 quarters since.
  • Inlet Private Wealth's Fiserv Inc position peaked at $4.09M in Q4 2025.
  • 781 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.