N.E.W. Advisory Services’s Fiserv Inc FISV Stock Holding History

N.E.W. Advisory Services’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	$133K	Sell	2,721 -1,347	-33%	-$75.3K	0.01%	263
2026 Q1	$227K	Sell	4,068 -2,575	-39%	-$159K	0.02%	202
2025 Q4	$446K	Buy	6,643 +5,115	+335%	+$428K	0.03%	140
2025 Q3	$197K	Hold	1,528	–	–	0.02%	188
2025 Q2	$263K	Buy	1,528 +45	+3%	+$8.16K	0.03%	161
2025 Q1	$327K	Sell	1,483 -82	-5%	-$18K	0.03%	163
2024 Q4	$321K	Hold	1,565	–	–	0.03%	148
2024 Q3	$281K	Hold	1,565	–	–	0.03%	152
2024 Q2	$233K	Buy	+1,565	New	+$237K	0.03%	162

Other funds holding FISV

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

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

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 $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

N.E.W. Advisory Services's FISV Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Fiserv Inc (FISV) stake by 33% in Q2 2026, selling an estimated $75.3K and leaving 2,721 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #263.

N.E.W. Advisory Services first reported a position in FISV in Q2 2024 and has held it in 9 quarters since. The position peaked at $446K in Q4 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

N.E.W. Advisory Services held 2,721 shares of Fiserv Inc worth $133K as of Q2 2026.
N.E.W. Advisory Services sold 1,347 Fiserv Inc shares in Q2 2026, an estimated $75.3K.
Fiserv Inc made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #263 holding.
N.E.W. Advisory Services first reported a position in Fiserv Inc in Q2 2024 and has held it in 9 quarters since.
N.E.W. Advisory Services's Fiserv Inc position peaked at $446K in Q4 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.