LWM
FISV

Lodestone Wealth Management’s Fiserv Inc FISV Stock Holding History

Lodestone 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 		$4.56K Hold
93
– – ﹤0.01% 607
2026
Q1 		$5.19K Hold
93
– – ﹤0.01% 578
2025
Q4 		$6.25K Buy
+93
New +$7.79K ﹤0.01% 560

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

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

Lodestone Wealth Management held its Fiserv Inc (FISV) position steady in Q2 2026 at 93 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Lodestone Wealth Management first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.25K in Q4 2025. 781 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Lodestone Wealth Management held 93 shares of Fiserv Inc worth $4.56K as of Q2 2026.
  • Lodestone Wealth Management left its Fiserv Inc share count unchanged in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #607 holding.
  • Lodestone Wealth Management first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Fiserv Inc position peaked at $6.25K in Q4 2025.
  • 781 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.