OW
FISV

Olistico Wealth’s Fiserv Inc FISV Stock Holding History

Olistico Wealth’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 		$226 Hold
5
– – ﹤0.01% 354
2026
Q2 		$245 Hold
5
– – ﹤0.01% 334
2026
Q1 		$279 Sell
5
-30
-86% -$1.86K ﹤0.01% 340
2025
Q4 		$2.35K Buy
+35
New +$2.93K ﹤0.01% 312
2025
Q3 		– Sell
-5
Closed -$862 – 180
2025
Q2 		$862 Hold
5
– – ﹤0.01% 356
2025
Q1 		$1.1K Buy
+5
New +$1.09K ﹤0.01% 317

Other funds holding FISV

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Olistico Wealth's FISV Position: Q3 2026 in Review

Olistico Wealth held its Fiserv Inc (FISV) position steady in Q3 2026 at 5 shares worth $226. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Olistico Wealth first reported a position in FISV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.35K in Q4 2025. 48 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • Olistico Wealth held 5 shares of Fiserv Inc worth $226 as of Q3 2026.
  • Olistico Wealth left its Fiserv Inc share count unchanged in Q3 2026.
  • Fiserv Inc made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #354 holding.
  • Olistico Wealth first reported a position in Fiserv Inc in Q1 2025 and has held it in 6 quarters since.
  • Olistico Wealth's Fiserv Inc position peaked at $2.35K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.