Medallion Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Medallion Wealth Advisors’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	$5.44K	Sell	111 -199	-64%	-$11.1K	﹤0.01%	845
2026 Q1	$17.3K	Hold	310	–	–	0.01%	676
2025 Q4	$20.8K	Buy	310 +74	+31%	+$6.2K	0.01%	635
2025 Q3	$30.4K	Hold	236	–	–	0.01%	560
2025 Q2	$40.7K	Hold	236	–	–	0.02%	492
2025 Q1	$52.2K	Buy	236 +36	+18%	+$7.88K	0.02%	424
2024 Q4	$44.2K	Buy	+200	New	+$40.8K	0.02%	432

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Medallion Wealth Advisors's FISV Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Fiserv Inc (FISV) stake by 64% in Q2 2026, selling an estimated $11.1K and leaving 111 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Medallion Wealth Advisors first reported a position in FISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.2K in Q1 2025. 1,151 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Medallion Wealth Advisors held 111 shares of Fiserv Inc worth $5.44K as of Q2 2026.
Medallion Wealth Advisors sold 199 Fiserv Inc shares in Q2 2026, an estimated $11.1K.
Fiserv Inc made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #845 holding.
Medallion Wealth Advisors first reported a position in Fiserv Inc in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Fiserv Inc position peaked at $52.2K in Q1 2025.
1,151 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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