MGWM
FISV

Marks Group Wealth Management’s Fiserv Inc FISV Stock Holding History

Marks Group 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 		$3.17M Sell
64,607
-35,440
-35% -$1.98M 0.28% 95
2026
Q1 		$5.58M Buy
100,047
+55,318
+124% +$3.42M 0.54% 71
2025
Q4 		$3M Sell
44,729
-4,379
-9% -$367K 0.29% 104
2025
Q3 		$6.33M Sell
49,108
-833
-2% -$119K 0.59% 78
2025
Q2 		$8.61M Buy
49,941
+6,957
+16% +$1.26M 0.8% 51
2025
Q1 		$9.49M Sell
42,984
-7,297
-15% -$1.6M 0.91% 23
2024
Q4 		$10.3M Sell
50,281
-3,307
-6% -$675K 1.02% 17
2024
Q3 		$9.63M Sell
53,588
-2,101
-4% -$347K 0.92% 25
2024
Q2 		$8.3M Sell
55,689
-4,073
-7% -$617K 0.87% 36
2024
Q1 		$9.55M Sell
59,762
-1,414
-2% -$206K 1% 23
2023
Q4 		$8.13M Sell
61,176
-898
-1% -$110K 0.93% 24
2023
Q3 		$7.01M Sell
62,074
-717
-1% -$88.3K 0.87% 35
2023
Q2 		$7.92M Sell
62,791
-1,299
-2% -$153K 0.94% 18
2023
Q1 		$7.24M Sell
64,090
-109
-0.2% -$12K 0.93% 23
2022
Q4 		$6.49M Sell
64,199
-8,928
-12% -$889K 0.89% 33
2022
Q3 		$6.84M Sell
73,127
-33,353
-31% -$3.4M 1.04% 11
2022
Q2 		$9.47M Buy
106,480
+2,960
+3% +$287K 1.37% 6
2022
Q1 		$10.5M Buy
103,520
+13,666
+15% +$1.38M 1.32% 6
2021
Q4 		$9.32M Buy
89,854
+6,329
+8% +$654K 1.14% 10
2021
Q3 		$9.07M Buy
83,525
+1,599
+2% +$179K 1.23% 9
2021
Q2 		$8.77M Buy
81,926
+5,842
+8% +$679K 1.2% 10
2021
Q1 		$9.04M Buy
76,084
+204
+0.3% +$23.4K 1.34% 10
2020
Q4 		$8.64M Buy
75,880
+2,317
+3% +$250K 1.35% 9
2020
Q3 		$7.58M Buy
73,563
+7,062
+11% +$703K 1.37% 8
2020
Q2 		$6.49M Buy
66,501
+41,454
+166% +$4.17M 1.32% 8
2020
Q1 		$2.38M Buy
25,047
+790
+3% +$87.8K 0.62% 76
2019
Q4 		$2.81M Buy
+24,257
New +$2.68M 0.55% 87

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Marks Group Wealth Management's FISV Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Fiserv Inc (FISV) stake by 35% in Q2 2026, selling an estimated $1.98M and leaving 64,607 shares worth $3.17M. The position accounts for 0.28% of the portfolio, ranked #95.

Marks Group Wealth Management first reported a position in FISV in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.5M in Q1 2022. 763 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Marks Group Wealth Management held 64,607 shares of Fiserv Inc worth $3.17M as of Q2 2026.
  • Marks Group Wealth Management sold 35,440 Fiserv Inc shares in Q2 2026, an estimated $1.98M.
  • Fiserv Inc made up 0.28% of Marks Group Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Marks Group Wealth Management first reported a position in Fiserv Inc in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Fiserv Inc position peaked at $10.5M in Q1 2022.
  • 763 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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