PWMG
FISV

Prestige Wealth Management Group’s Fiserv Inc FISV Stock Holding History

Prestige Wealth Management Group’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 		$6.28K Sell
128
-33
-20% -$1.84K ﹤0.01% 530
2026
Q1 		$8.98K Buy
161
+12
+8% +$743 ﹤0.01% 442
2025
Q4 		$10K Sell
149
-33
-18% -$2.76K ﹤0.01% 443
2025
Q3 		$23.5K Hold
182
– – ﹤0.01% 341
2025
Q2 		$31.4K Hold
182
– – 0.01% 309
2025
Q1 		$40.2K Hold
182
– – 0.01% 275
2024
Q4 		$37.4K Hold
182
– – 0.01% 290
2024
Q3 		$32.7K Sell
182
-1,505
-89% -$248K 0.01% 291
2024
Q2 		$251K Buy
1,687
+1,494
+774% +$226K 0.05% 130
2024
Q1 		$30.8K Sell
193
-1,874
-91% -$273K 0.01% 298
2023
Q4 		$275K Buy
2,067
+185
+10% +$22.7K 0.06% 123
2023
Q3 		$213K Buy
1,882
+1,629
+644% +$201K 0.05% 134
2023
Q2 		$31.9K Hold
253
– – 0.01% 308
2023
Q1 		$28.6K Sell
253
-46
-15% -$5.06K 0.01% 290
2022
Q4 		$30.2K Buy
299
+65
+28% +$6.47K 0.01% 303
2022
Q3 		$22K Buy
234
+4
+2% +$408 0.01% 302
2022
Q2 		$20K Sell
230
-17
-7% -$1.65K 0.01% 331
2022
Q1 		$25K Buy
247
+15
+6% +$1.52K 0.01% 311
2021
Q4 		$24K Sell
232
-105
-31% -$10.9K 0.01% 352
2021
Q3 		$37K Buy
337
+21
+7% +$2.35K 0.01% 286
2021
Q2 		$34K Hold
316
– – 0.01% 281
2021
Q1 		$38K Buy
316
+60
+23% +$6.89K 0.01% 277
2020
Q4 		$29K Sell
256
-57
-18% -$6.14K 0.01% 304
2020
Q3 		$32K Sell
313
-2
-0.6% -$199 0.01% 298
2020
Q2 		$31K Sell
315
-292
-48% -$29.4K 0.01% 276
2020
Q1 		$58K Buy
607
+546
+895% +$60.6K 0.02% 166
2019
Q4 		$7K Buy
61
+20
+49% +$2.21K ﹤0.01% 380
2019
Q3 		$4K Buy
+41
New +$4.19K ﹤0.01% 434
2019
Q1 		– Sell
-193
Closed -$14K – 726
2018
Q4 		$14K Buy
+193
New +$14.9K 0.01% 376

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 $3.38T AUM 44.17% 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
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

Prestige Wealth Management Group's FISV Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Fiserv Inc (FISV) stake by 20% in Q2 2026, selling an estimated $1.84K and leaving 128 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Prestige Wealth Management Group first reported a position in FISV in Q4 2018 and has held it in 29 quarters since. The position peaked at $275K in Q4 2023. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Prestige Wealth Management Group held 128 shares of Fiserv Inc worth $6.28K as of Q2 2026.
  • Prestige Wealth Management Group sold 33 Fiserv Inc shares in Q2 2026, an estimated $1.84K.
  • Fiserv Inc made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #530 holding.
  • Prestige Wealth Management Group first reported a position in Fiserv Inc in Q4 2018 and has held it in 29 quarters since.
  • Prestige Wealth Management Group's Fiserv Inc position peaked at $275K in Q4 2023.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.