OWA
FISV

Opal Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Opal Wealth Advisors’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 		– Sell
-408
Closed -$22.8K – 358
2026
Q1 		$22.8K Buy
+408
New +$25.2K 0.01% 570
2025
Q4 		– Sell
-1,837
Closed -$237K – 211
2025
Q3 		$237K Sell
1,837
-82
-4% -$11.8K 0.07% 169
2025
Q2 		$331K Sell
1,919
-1,403
-42% -$254K 0.09% 119
2025
Q1 		$734K Sell
3,322
-103
-3% -$22.6K 0.23% 51
2024
Q4 		$704K Sell
3,425
-382
-10% -$78K 0.21% 65
2024
Q3 		$684K Sell
3,807
-249
-6% -$41.1K 0.21% 62
2024
Q2 		$605K Sell
4,056
-338
-8% -$51.2K 0.19% 65
2024
Q1 		$702K Buy
4,394
+25
+0.6% +$3.64K 0.24% 60
2023
Q4 		$580K Buy
4,369
+168
+4% +$20.6K 0.23% 68
2023
Q3 		$475K Buy
4,201
+508
+14% +$62.6K 0.28% 60
2023
Q2 		$466K Sell
3,693
-602
-14% -$70.9K 0.23% 56
2023
Q1 		$485K Buy
4,295
+250
+6% +$27.5K 0.28% 42
2022
Q4 		$409K Sell
4,045
-268
-6% -$26.7K 0.23% 63
2022
Q3 		$404K Buy
4,313
+89
+2% +$9.07K 0.29% 50
2022
Q2 		$376K Sell
4,224
-110
-3% -$10.7K 0.25% 52
2022
Q1 		$439K Buy
4,334
+740
+21% +$74.9K 0.38% 38
2021
Q4 		$373K Buy
3,594
+974
+37% +$101K 0.24% 72
2021
Q3 		$284K Buy
2,620
+238
+10% +$26.6K 0.27% 55
2021
Q2 		$255K Buy
2,382
+38
+2% +$4.42K 0.24% 63
2021
Q1 		$279K Buy
2,344
+82
+4% +$9.41K 0.3% 49
2020
Q4 		$258K Buy
+2,262
New +$244K 0.32% 50

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Opal Wealth Advisors's FISV Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 408 shares — an estimated $22.8K sold.

Opal Wealth Advisors first reported a position in FISV in Q4 2020 and held it in 21 quarters. The position peaked at $734K in Q1 2025. 786 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 408 Fiserv Inc shares in Q2 2026, an estimated $22.8K.
  • Opal Wealth Advisors first reported a position in Fiserv Inc in Q4 2020 and held it in 21 quarters.
  • Opal Wealth Advisors's Fiserv Inc position peaked at $734K in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.