PWA
FISV

Pitcairn Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Pitcairn 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
-4,446
Closed -$299K – 290
2026
Q1 		$299K Hold
4,446
– – 0.03% 232
2025
Q4 		$299K Buy
+4,446
New +$372K 0.03% 232

Other funds holding FISV

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State Street
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Harris Associates
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Vanguard Portfolio Management
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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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Pitcairn Wealth Advisors sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 4,446 shares — an estimated $299K sold.

Pitcairn Wealth Advisors first reported a position in FISV in Q4 2025 and held it in 2 quarters. The position peaked at $299K in Q4 2025. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Pitcairn Wealth Advisors reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Pitcairn Wealth Advisors sold 4,446 Fiserv Inc shares in Q2 2026, an estimated $299K.
  • Pitcairn Wealth Advisors first reported a position in Fiserv Inc in Q4 2025 and held it in 2 quarters.
  • Pitcairn Wealth Advisors's Fiserv Inc position peaked at $299K in Q4 2025.
  • 1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.