Next Level Wealth Planning’s Fiserv Inc FISV Stock Holding History

Next Level 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	$28.9K	Buy	+640	New	+$32.8K	0.01%	222

Other funds holding FISV

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Pittenger & Anderson Inc Lincoin, Nebraska $2.78B AUM 11.69% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Next Level Wealth Planning's FISV Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Fiserv Inc (FISV) in Q3 2026: 640 shares worth $28.9K. The stake represents 0.01% of the portfolio and ranks #222 among its holdings.

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

Next Level Wealth Planning held 640 shares of Fiserv Inc worth $28.9K as of Q3 2026.
Fiserv Inc was a new Next Level Wealth Planning position in Q3 2026.
Fiserv Inc made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #222 holding.
543 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.