Private Wealth Asset Management’s Fiserv Inc FISV Stock Holding History

Private Wealth Asset 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	$89.4K	Buy	1,823 +1,495	+456%	+$83.6K	0.01%	346
2026 Q1	$18.3K	Sell	328 -50	-13%	-$3.09K	﹤0.01%	583
2025 Q4	$25.4K	Sell	378 -1,056	-74%	-$88.4K	﹤0.01%	515
2025 Q3	$185K	Sell	1,434 -55	-4%	-$7.88K	0.02%	247
2025 Q2	$257K	Sell	1,489 -73	-5%	-$13.2K	0.03%	212
2025 Q1	$345K	Buy	+1,562	New	+$342K	0.05%	180

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Private Wealth Asset Management's FISV Position: Q2 2026 in Review

Private Wealth Asset Management increased its Fiserv Inc (FISV) stake by 456% in Q2 2026, buying an estimated $83.6K and bringing the position to 1,823 shares worth $89.4K. The position accounts for 0.01% of the portfolio, ranked #346.

Private Wealth Asset Management first reported a position in FISV in Q1 2025 and has held it in 6 quarters since. The position peaked at $345K in Q1 2025. 900 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Private Wealth Asset Management held 1,823 shares of Fiserv Inc worth $89.4K as of Q2 2026.
Private Wealth Asset Management bought 1,495 Fiserv Inc shares in Q2 2026, an estimated $83.6K.
Fiserv Inc made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #346 holding.
Private Wealth Asset Management first reported a position in Fiserv Inc in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Fiserv Inc position peaked at $345K in Q1 2025.
900 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.