JSW
FISV

Journey Strategic Wealth’s Fiserv Inc FISV Stock Holding History

Journey Strategic 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
Q1 		$263K Buy
4,713
+488
+12% +$30.2K 0.01% 617
2025
Q4 		$284K Buy
4,225
+1,219
+41% +$102K 0.01% 532
2025
Q3 		$388K Buy
3,006
+1,288
+75% +$185K 0.01% 366
2025
Q2 		$296K Buy
1,718
+103
+6% +$18.7K 0.01% 440
2025
Q1 		$357K Buy
1,615
+190
+13% +$41.6K 0.01% 293
2024
Q4 		$293K Buy
1,425
+58
+4% +$11.8K 0.01% 336
2024
Q3 		$246K Buy
+1,367
New +$225K 0.01% 390

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $1.66T AUM 25.57% 1-Year Est. Return

Journey Strategic Wealth's FISV Position: Q1 2026 in Review

Journey Strategic Wealth increased its Fiserv Inc (FISV) stake by 12% in Q1 2026, buying an estimated $30.2K and bringing the position to 4,713 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #617.

Journey Strategic Wealth first reported a position in FISV in Q3 2024 and has held it in 7 quarters since. The position peaked at $388K in Q3 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Journey Strategic Wealth held 4,713 shares of Fiserv Inc worth $263K as of Q1 2026.
  • Journey Strategic Wealth bought 488 Fiserv Inc shares in Q1 2026, an estimated $30.2K.
  • Fiserv Inc made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #617 holding.
  • Journey Strategic Wealth first reported a position in Fiserv Inc in Q3 2024 and has held it in 7 quarters since.
  • Journey Strategic Wealth's Fiserv Inc position peaked at $388K in Q3 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.