JWM
FISV

JPL Wealth Management’s Fiserv Inc FISV Stock Holding History

JPL 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 		$5.25K Sell
107
-75
-41% -$4.19K ﹤0.01% 760
2026
Q1 		$10.2K Buy
+182
New +$11.3K ﹤0.01% 526
2025
Q4 		– Sell
-350
Closed -$45.1K – 468
2025
Q3 		$45.1K Buy
+350
New +$50.2K 0.01% 263

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 $3.38T AUM 44.17% 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
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

JPL Wealth Management's FISV Position: Q2 2026 in Review

JPL Wealth Management reduced its Fiserv Inc (FISV) stake by 41% in Q2 2026, selling an estimated $4.19K and leaving 107 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

JPL Wealth Management first reported a position in FISV in Q3 2025 and has held it in 3 quarters since. The position peaked at $45.1K in Q3 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • JPL Wealth Management held 107 shares of Fiserv Inc worth $5.25K as of Q2 2026.
  • JPL Wealth Management sold 75 Fiserv Inc shares in Q2 2026, an estimated $4.19K.
  • Fiserv Inc made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #760 holding.
  • JPL Wealth Management first reported a position in Fiserv Inc in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Fiserv Inc position peaked at $45.1K in Q3 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.