IFWM
FISV

Institute for Wealth Management’s Fiserv Inc FISV Stock Holding History

Institute for 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 		$241K Sell
4,914
-205
-4% -$11.5K 0.02% 469
2026
Q1 		$286K Sell
5,119
-53
-1% -$3.28K 0.03% 439
2025
Q4 		$347K Sell
5,172
-2,623
-34% -$220K 0.04% 398
2025
Q3 		$1.01M Sell
7,795
-249
-3% -$35.7K 0.1% 196
2025
Q2 		$1.39M Buy
8,044
+1,826
+29% +$331K 0.15% 139
2025
Q1 		$1.37M Sell
6,218
-48
-0.8% -$10.5K 0.18% 127
2024
Q4 		$1.29M Hold
6,266
– – 0.16% 132
2024
Q3 		$1.13M Sell
6,266
-123
-2% -$20.3K 0.14% 152
2024
Q2 		$952K Hold
6,389
– – 0.13% 171
2024
Q1 		$1.02M Sell
6,389
-6
-0.1% -$874 0.13% 167
2023
Q4 		$850K Sell
6,395
-164
-3% -$20.1K 0.14% 176
2023
Q3 		$741K Sell
6,559
-294
-4% -$36.2K 0.13% 190
2023
Q2 		$865K Sell
6,853
-142
-2% -$16.7K 0.15% 170
2023
Q1 		$791K Sell
6,995
-7
-0.1% -$770 0.15% 172
2022
Q4 		$708K Buy
7,002
+368
+6% +$36.7K 0.15% 197
2022
Q3 		$621K Buy
6,634
+41
+0.6% +$4.18K 0.14% 192
2022
Q2 		$587K Buy
6,593
+1
+0% +$97 0.12% 233
2022
Q1 		$668K Buy
6,592
+5
+0.1% +$506 0.11% 233
2021
Q4 		$684K Buy
6,587
+122
+2% +$12.6K 0.11% 224
2021
Q3 		$701K Sell
6,465
-64
-1% -$7.15K 0.12% 206
2021
Q2 		$698K Sell
6,529
-156
-2% -$18.1K 0.12% 202
2021
Q1 		$796K Buy
6,685
+295
+5% +$33.9K 0.15% 180
2020
Q4 		$728K Buy
6,390
+46
+0.7% +$4.96K 0.14% 178
2020
Q3 		$654K Buy
6,344
+33
+0.5% +$3.29K 0.15% 175
2020
Q2 		$616K Buy
6,311
+94
+2% +$9.47K 0.15% 191
2020
Q1 		$591K Sell
6,217
-123
-2% -$13.7K 0.18% 152
2019
Q4 		$733K Buy
+6,340
New +$700K 0.17% 178

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Institute for Wealth Management's FISV Position: Q2 2026 in Review

Institute for Wealth Management reduced its Fiserv Inc (FISV) stake by 4% in Q2 2026, selling an estimated $11.5K and leaving 4,914 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #469.

Institute for Wealth Management first reported a position in FISV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.39M in Q2 2025. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Institute for Wealth Management held 4,914 shares of Fiserv Inc worth $241K as of Q2 2026.
  • Institute for Wealth Management sold 205 Fiserv Inc shares in Q2 2026, an estimated $11.5K.
  • Fiserv Inc made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #469 holding.
  • Institute for Wealth Management first reported a position in Fiserv Inc in Q4 2019 and has held it in 27 quarters since.
  • Institute for Wealth Management's Fiserv Inc position peaked at $1.39M in Q2 2025.
  • 1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.