PPWP
FISV

Premier Path Wealth Partners’s Fiserv Inc FISV Stock Holding History

Premier Path Wealth Partners’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 		$380K Sell
7,742
-2,918
-27% -$163K 0.04% 318
2026
Q1 		$595K Sell
10,660
-3,593
-25% -$222K 0.08% 234
2025
Q4 		$957K Buy
14,253
+3,091
+28% +$259K 0.12% 162
2025
Q3 		$1.44M Buy
11,162
+8,468
+314% +$1.21M 0.19% 120
2025
Q2 		$464K Sell
2,694
-51
-2% -$9.25K 0.06% 259
2025
Q1 		$606K Buy
2,745
+259
+10% +$56.7K 0.09% 212
2024
Q4 		$511K Buy
2,486
+63
+3% +$12.9K 0.08% 231
2024
Q3 		$435K Buy
2,423
+66
+3% +$10.9K 0.07% 247
2024
Q2 		$351K Buy
2,357
+30
+1% +$4.54K 0.06% 268
2024
Q1 		$372K Buy
2,327
+38
+2% +$5.53K 0.07% 243
2023
Q4 		$304K Buy
+2,289
New +$281K 0.07% 256

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

Premier Path Wealth Partners's FISV Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Fiserv Inc (FISV) stake by 27% in Q2 2026, selling an estimated $163K and leaving 7,742 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #318.

Premier Path Wealth Partners first reported a position in FISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.44M in Q3 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Premier Path Wealth Partners held 7,742 shares of Fiserv Inc worth $380K as of Q2 2026.
  • Premier Path Wealth Partners sold 2,918 Fiserv Inc shares in Q2 2026, an estimated $163K.
  • Fiserv Inc made up 0.04% of Premier Path Wealth Partners's portfolio in Q2 2026, its #318 holding.
  • Premier Path Wealth Partners first reported a position in Fiserv Inc in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Fiserv Inc position peaked at $1.44M in Q3 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.