PWM
FISV

Perigon Wealth Management’s Fiserv Inc FISV Stock Holding History

Perigon Wealth Management’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
-4,450
Closed -$248K – 1458
2026
Q1 		$248K Buy
4,450
+690
+18% +$42.7K ﹤0.01% 1099
2025
Q4 		$253K Sell
3,760
-174
-4% -$14.6K ﹤0.01% 1101
2025
Q3 		$507K Buy
3,934
+1,347
+52% +$193K 0.01% 736
2025
Q2 		$446K Sell
2,587
-900
-26% -$163K 0.01% 700
2025
Q1 		$770K Sell
3,487
-79
-2% -$17.3K 0.02% 513
2024
Q4 		$736K Buy
3,566
+384
+12% +$78.4K 0.02% 525
2024
Q3 		$572K Buy
3,182
+224
+8% +$36.9K 0.02% 576
2024
Q2 		$441K Buy
2,958
+589
+25% +$89.2K 0.01% 571
2024
Q1 		$379K Buy
2,369
+469
+25% +$68.3K 0.01% 611
2023
Q4 		$252K Sell
1,900
-26
-1% -$3.19K 0.01% 719
2023
Q3 		$218K Buy
1,926
+188
+11% +$23.2K 0.01% 704
2023
Q2 		$219K Buy
+1,738
New +$205K 0.01% 712
2021
Q2 		– Sell
-2,878
Closed -$343K – 521
2021
Q1 		$343K Buy
2,878
+2,558
+799% +$294K 0.04% 362
2020
Q4 		$36K Buy
+320
New +$34.5K ﹤0.01% 852
2017
Q2 		– Sell
-176
Closed -$10K – 594
2017
Q1 		$10K Buy
176
+52
+42% +$2.92K ﹤0.01% 523
2016
Q4 		$7K Buy
+124
New +$6.37K ﹤0.01% 603

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

Perigon Wealth Management's FISV Position: Q2 2026 in Review

Perigon Wealth Management sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 4,450 shares — an estimated $248K sold.

Perigon Wealth Management first reported a position in FISV in Q4 2016 and held it in 16 quarters. The position peaked at $770K in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Perigon Wealth Management reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 4,450 Fiserv Inc shares in Q2 2026, an estimated $248K.
  • Perigon Wealth Management first reported a position in Fiserv Inc in Q4 2016 and held it in 16 quarters.
  • Perigon Wealth Management's Fiserv Inc position peaked at $770K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.