PWP
FISV

Principle Wealth Partners’s Fiserv Inc FISV Stock Holding History

Principle 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
Q1 		– Sell
-6,152
Closed -$413K – 386
2025
Q4 		$413K Buy
6,152
+1,360
+28% +$114K 0.02% 268
2025
Q3 		$618K Hold
4,792
– – 0.04% 210
2025
Q2 		$826K Buy
4,792
+29
+0.6% +$5.26K 0.05% 177
2025
Q1 		$1.05M Hold
4,763
– – 0.08% 156
2024
Q4 		$978K Hold
4,763
– – 0.07% 158
2024
Q3 		$856K Hold
4,763
– – 0.06% 169
2024
Q2 		$710K Sell
4,763
-180
-4% -$27.2K 0.05% 182
2024
Q1 		$790K Sell
4,943
-20
-0.4% -$2.91K 0.06% 176
2023
Q4 		$659K Hold
4,963
– – 0.06% 184
2023
Q3 		$561K Hold
4,963
– – 0.06% 188
2023
Q2 		$626K Sell
4,963
-37
-0.7% -$4.36K 0.06% 176
2023
Q1 		$565K Sell
5,000
-125
-2% -$13.8K 0.06% 181
2022
Q4 		$518K Buy
5,125
+225
+5% +$22.4K 0.06% 183
2022
Q3 		$458 Buy
4,900
+1,300
+36% +$132K 0.04% 188
2022
Q2 		$320K Sell
3,600
-410
-10% -$39.8K 0.04% 235
2022
Q1 		$407K Hold
4,010
– – 0.04% 223
2021
Q4 		$416K Hold
4,010
– – 0.04% 226
2021
Q3 		$435K Hold
4,010
– – 0.05% 213
2021
Q2 		$429K Hold
4,010
– – 0.05% 216
2021
Q1 		$477K Sell
4,010
-150
-4% -$17.2K 0.06% 197
2020
Q4 		$474K Buy
4,160
+2,160
+108% +$233K 0.06% 183
2020
Q3 		$206K Hold
2,000
– – 0.06% 144
2020
Q2 		$195K Buy
+2,000
New +$201K 0.06% 148
2020
Q1 		– Sell
-2,000
Closed -$231K – 149
2019
Q4 		$231K Hold
2,000
– – 0.07% 151
2019
Q3 		$207K Buy
+2,000
New +$204K 0.07% 158

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principle Wealth Partners's FISV Position: Q1 2026 in Review

Principle Wealth Partners sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 6,152 shares — an estimated $413K sold.

Principle Wealth Partners first reported a position in FISV in Q3 2019 and held it in 25 quarters. The position peaked at $1.05M in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Principle Wealth Partners reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Principle Wealth Partners sold 6,152 Fiserv Inc shares in Q1 2026, an estimated $413K.
  • Principle Wealth Partners first reported a position in Fiserv Inc in Q3 2019 and held it in 25 quarters.
  • Principle Wealth Partners's Fiserv Inc position peaked at $1.05M in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.