PWS
FISV

Peterson Wealth Services’s Fiserv Inc FISV Stock Holding History

Peterson Wealth 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 		$1.18K Hold
24
– – ﹤0.01% 236
2026
Q1 		$1.34K Sell
24
-2,194
-99% -$136K ﹤0.01% 207
2025
Q4 		$149K Sell
2,218
-344
-13% -$28.8K 0.04% 129
2025
Q3 		$278K Buy
2,562
+471
+23% +$67.5K 0.07% 107
2025
Q2 		$361K Buy
2,091
+2
+0.1% +$363 0.1% 103
2025
Q1 		$461K Sell
2,089
-69
-3% -$15.1K 0.14% 96
2024
Q4 		$443K Sell
2,158
-353
-14% -$72.1K 0.13% 95
2024
Q3 		$451K Buy
2,511
+84
+3% +$13.9K 0.14% 94
2024
Q2 		$362K Buy
2,427
+15
+0.6% +$2.27K 0.13% 100
2024
Q1 		$385K Sell
2,412
-6
-0.2% -$874 0.14% 96
2023
Q4 		$321K Buy
2,418
+51
+2% +$6.26K 0.14% 76
2023
Q3 		$267K Sell
2,367
-4
-0.2% -$493 0.2% 56
2023
Q2 		$299K Buy
2,371
+25
+1% +$2.94K 0.14% 76
2023
Q1 		$265K Sell
2,346
-142
-6% -$15.6K 0.14% 82
2022
Q4 		$251K Buy
+2,488
New +$248K 0.14% 80

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Peterson Wealth Services's FISV Position: Q2 2026 in Review

Peterson Wealth Services held its Fiserv Inc (FISV) position steady in Q2 2026 at 24 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Peterson Wealth Services first reported a position in FISV in Q4 2022 and has held it in 15 quarters since. The position peaked at $461K in Q1 2025. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Peterson Wealth Services held 24 shares of Fiserv Inc worth $1.18K as of Q2 2026.
  • Peterson Wealth Services left its Fiserv Inc share count unchanged in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #236 holding.
  • Peterson Wealth Services first reported a position in Fiserv Inc in Q4 2022 and has held it in 15 quarters since.
  • Peterson Wealth Services's Fiserv Inc position peaked at $461K in Q1 2025.
  • 1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.