Power Wealth Management’s Fiserv Inc FISV Stock Holding History

Power 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	-10,596	Closed	-$591K	–	121
2026 Q1	$591K	Sell	10,596 -6	-0.1%	-$371	0.22%	62
2025 Q4	$712K	Buy	10,602 +8,128	+329%	+$680K	0.25%	62
2025 Q3	$319K	Buy	2,474 +187	+8%	+$26.8K	0.12%	75
2025 Q2	$394K	Buy	2,287 +273	+14%	+$49.5K	0.15%	72
2025 Q1	$445K	Sell	2,014 -128	-6%	-$28K	0.18%	65
2024 Q4	$440K	Buy	2,142 +394	+23%	+$80.4K	0.18%	68
2024 Q3	$314K	Hold	1,748	–	–	0.13%	74
2024 Q2	$261K	Hold	1,748	–	–	0.12%	87
2024 Q1	$279K	Sell	1,748 -739	-30%	-$108K	0.18%	80
2023 Q4	$330K	Buy	+2,487	New	+$305K	0.23%	71

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Power Wealth Management sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 10,596 shares — an estimated $591K sold.

Power Wealth Management first reported a position in FISV in Q4 2023 and held it in 10 quarters. The position peaked at $712K in Q4 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Power Wealth Management reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
Power Wealth Management sold 10,596 Fiserv Inc shares in Q2 2026, an estimated $591K.
Power Wealth Management first reported a position in Fiserv Inc in Q4 2023 and held it in 10 quarters.
Power Wealth Management's Fiserv Inc position peaked at $712K in Q4 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.