Mission Wealth Management’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $415K | Sell |
8,462
-2,154
| -20% | -$120K | 0.01% | 751 |
|
|
2026
Q1 | $592K | Buy |
10,616
+252
| +2% | +$15.6K | 0.01% | 442 |
|
|
2025
Q4 | $696K | Buy |
10,364
+745
| +8% | +$62.4K | 0.01% | 410 |
|
|
2025
Q3 | $1.24M | Sell |
9,619
-10,714
| -53% | -$1.54M | 0.02% | 296 |
|
|
2025
Q2 | $3.51M | Sell |
20,333
-762
| -4% | -$138K | 0.08% | 148 |
|
|
2025
Q1 | $4.66M | Buy |
21,095
+474
| +2% | +$104K | 0.11% | 107 |
|
|
2024
Q4 | $4.24M | Buy |
20,621
+298
| +1% | +$60.8K | 0.1% | 106 |
|
|
2024
Q3 | $3.65M | Sell |
20,323
-213
| -1% | -$35.1K | 0.09% | 124 |
|
|
2024
Q2 | $3.06M | Buy |
20,536
+60
| +0.3% | +$9.08K | 0.08% | 134 |
|
|
2024
Q1 | $3.27M | Buy |
20,476
+192
| +0.9% | +$28K | 0.09% | 128 |
|
|
2023
Q4 | $2.69M | Buy |
20,284
+2,087
| +11% | +$256K | 0.09% | 121 |
|
|
2023
Q3 | $2.06M | Buy |
18,197
+1,589
| +10% | +$196K | 0.08% | 132 |
|
|
2023
Q2 | $2.1M | Buy |
16,608
+253
| +2% | +$29.8K | 0.08% | 128 |
|
|
2023
Q1 | $1.85M | Buy |
16,355
+60
| +0.4% | +$6.6K | 0.08% | 140 |
|
|
2022
Q4 | $1.65M | Sell |
16,295
-502
| -3% | -$50K | 0.08% | 137 |
|
|
2022
Q3 | $1.57M | Sell |
16,797
-17
| -0.1% | -$1.73K | 0.08% | 131 |
|
|
2022
Q2 | $1.5M | Sell |
16,814
-268
| -2% | -$26K | 0.08% | 138 |
|
|
2022
Q1 | $1.73M | Buy |
17,082
+9,956
| +140% | +$1.01M | 0.08% | 126 |
|
|
2021
Q4 | $740K | Buy |
7,126
+229
| +3% | +$23.7K | 0.03% | 235 |
|
|
2021
Q3 | $748K | Buy |
6,897
+16
| +0.2% | +$1.79K | 0.04% | 217 |
|
|
2021
Q2 | $736K | Buy |
6,881
+3,404
| +98% | +$396K | 0.04% | 213 |
|
|
2021
Q1 | $414K | Buy |
3,477
+10
| +0.3% | +$1.15K | 0.02% | 301 |
|
|
2020
Q4 | $395K | Buy |
3,467
+15
| +0.4% | +$1.62K | 0.02% | 287 |
|
|
2020
Q3 | $356K | Hold |
3,452
| – | – | 0.03% | 247 |
|
|
2020
Q2 | $337K | Sell |
3,452
-17
| -0.5% | -$1.71K | 0.03% | 231 |
|
|
2020
Q1 | $330K | Buy |
3,469
+1
| +0% | +$111 | 0.04% | 203 |
|
|
2019
Q4 | $401K | Buy |
3,468
+31
| +0.9% | +$3.42K | 0.04% | 204 |
|
|
2019
Q3 | $356K | Buy |
3,437
+26
| +0.8% | +$2.65K | 0.04% | 205 |
|
|
2019
Q2 | $311K | Buy |
3,411
+38
| +1% | +$3.33K | 0.03% | 236 |
|
|
2019
Q1 | $298K | Buy |
+3,373
| New | +$278K | 0.03% | 227 |
|
|
2018
Q4 | – | Sell |
-2,696
| Closed | -$222K | – | 283 |
|
|
2018
Q3 | $222K | Hold |
2,696
| – | – | 0.03% | 260 |
|
|
2018
Q2 | $200K | Buy |
+2,696
| New | +$196K | 0.03% | 254 |
|
Other funds holding FISV
CB
Mission Wealth Management's FISV Position: Q2 2026 in Review
Mission Wealth Management reduced its Fiserv Inc (FISV) stake by 20% in Q2 2026, selling an estimated $120K and leaving 8,462 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #751.
Mission Wealth Management first reported a position in FISV in Q2 2018 and has held it in 32 quarters since. The position peaked at $4.66M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- Mission Wealth Management held 8,462 shares of Fiserv Inc worth $415K as of Q2 2026.
- Mission Wealth Management sold 2,154 Fiserv Inc shares in Q2 2026, an estimated $120K.
- Fiserv Inc made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #751 holding.
- Mission Wealth Management first reported a position in Fiserv Inc in Q2 2018 and has held it in 32 quarters since.
- Mission Wealth Management's Fiserv Inc position peaked at $4.66M in Q1 2025.
- 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.