Meriwether Wealth & Planning’s Fiserv Inc FISV Stock Holding History

Meriwether Wealth & Planning’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 Q3	$2.98K	Buy	+66	New	+$3.38K	﹤0.01%	589

Other funds holding FISV

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

Meriwether Wealth & Planning's FISV Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Fiserv Inc (FISV) in Q3 2026: 66 shares worth $2.98K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings.

309 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

Meriwether Wealth & Planning held 66 shares of Fiserv Inc worth $2.98K as of Q3 2026.
Fiserv Inc was a new Meriwether Wealth & Planning position in Q3 2026.
Fiserv Inc made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #589 holding.
309 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.