PWA
FISV

Principia Wealth Advisory’s Fiserv Inc FISV Stock Holding History

Principia Wealth Advisory’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 		$2.26K Buy
46
+1
+2% +$56 ﹤0.01% 556
2026
Q1 		$2.51K Buy
45
+17
+61% +$1.05K ﹤0.01% 449
2025
Q4 		$1.88K Buy
28
+13
+87% +$1.09K ﹤0.01% 482
2025
Q3 		$1.93K Sell
15
-10
-40% -$1.43K ﹤0.01% 440
2025
Q2 		$4.31K Buy
25
+9
+56% +$1.63K ﹤0.01% 255
2025
Q1 		$3.37K Buy
16
+1
+7% +$219 ﹤0.01% 227
2024
Q4 		$3.08K Buy
+15
New +$3.06K ﹤0.01% 191

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 $3.37T AUM 44.26% 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

Principia Wealth Advisory's FISV Position: Q2 2026 in Review

Principia Wealth Advisory increased its Fiserv Inc (FISV) stake by 2.2% in Q2 2026, buying an estimated $56 and bringing the position to 46 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Principia Wealth Advisory first reported a position in FISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.31K in Q2 2025. 1,149 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Principia Wealth Advisory held 46 shares of Fiserv Inc worth $2.26K as of Q2 2026.
  • Principia Wealth Advisory bought 1 Fiserv Inc share in Q2 2026, an estimated $56.
  • Fiserv Inc made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #556 holding.
  • Principia Wealth Advisory first reported a position in Fiserv Inc in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Fiserv Inc position peaked at $4.31K in Q2 2025.
  • 1,149 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.