IAG
FISV

Ipsen Advisor Group’s Fiserv Inc FISV Stock Holding History

Ipsen Advisor Group’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 		– Sell
-4,000
Closed -$223K – 108
2026
Q1 		$223K Hold
4,000
– – 0.16% 97
2025
Q4 		$269K Sell
4,000
-402
-9% -$33.7K 0.19% 94
2025
Q3 		$568K Hold
4,402
– – 0.41% 62
2025
Q2 		$759K Buy
+4,402
New +$798K 0.58% 41

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

Ipsen Advisor Group's FISV Position: Q2 2026 in Review

Ipsen Advisor Group sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 4,000 shares — an estimated $223K sold.

Ipsen Advisor Group first reported a position in FISV in Q2 2025 and held it in 4 quarters. The position peaked at $759K in Q2 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Ipsen Advisor Group reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Ipsen Advisor Group sold 4,000 Fiserv Inc shares in Q2 2026, an estimated $223K.
  • Ipsen Advisor Group first reported a position in Fiserv Inc in Q2 2025 and held it in 4 quarters.
  • Ipsen Advisor Group's Fiserv Inc position peaked at $759K in Q2 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.