PAW
FISV

Plan A Wealth’s Fiserv Inc FISV Stock Holding History

Plan A 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
Q2 		$322K Buy
6,555
+830
+14% +$46.4K 0.14% 120
2026
Q1 		$319K Buy
5,725
+952
+20% +$58.9K 0.15% 114
2025
Q4 		$321K Buy
4,773
+435
+10% +$36.4K 0.16% 118
2025
Q3 		$559K Buy
4,338
+380
+10% +$54.5K 0.28% 59
2025
Q2 		$682K Buy
3,958
+2,135
+117% +$387K 0.39% 42
2025
Q1 		$403K Buy
+1,823
New +$399K 0.31% 54

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

Plan A Wealth's FISV Position: Q2 2026 in Review

Plan A Wealth increased its Fiserv Inc (FISV) stake by 14% in Q2 2026, buying an estimated $46.4K and bringing the position to 6,555 shares worth $322K. The position accounts for 0.14% of the portfolio, ranked #120.

Plan A Wealth first reported a position in FISV in Q1 2025 and has held it in 6 quarters since. The position peaked at $682K in Q2 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Plan A Wealth held 6,555 shares of Fiserv Inc worth $322K as of Q2 2026.
  • Plan A Wealth bought 830 Fiserv Inc shares in Q2 2026, an estimated $46.4K.
  • Fiserv Inc made up 0.14% of Plan A Wealth's portfolio in Q2 2026, its #120 holding.
  • Plan A Wealth first reported a position in Fiserv Inc in Q1 2025 and has held it in 6 quarters since.
  • Plan A Wealth's Fiserv Inc position peaked at $682K in Q2 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.