PWMG
FISV

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

Private 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 		$3.14K Hold
64
– – ﹤0.01% 1018
2026
Q1 		$3.57K Hold
64
– – ﹤0.01% 888
2025
Q4 		$4.3K Sell
64
-129
-67% -$10.8K ﹤0.01% 833
2025
Q3 		$24.9K Sell
193
-47
-20% -$6.74K 0.01% 280
2025
Q2 		$41.4K Buy
240
+18
+8% +$3.26K 0.01% 193
2025
Q1 		$49K Hold
222
– – 0.02% 170
2024
Q4 		$45.6K Hold
222
– – 0.02% 176
2024
Q3 		$39.9K Sell
222
-1
-0.4% -$165 0.02% 186
2024
Q2 		$33.2K Hold
223
– – 0.01% 198
2024
Q1 		$35.6K Sell
223
-3
-1% -$437 0.02% 196
2023
Q4 		$30K Buy
+226
New +$27.7K 0.01% 214

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
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
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

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

Private Wealth Management Group held its Fiserv Inc (FISV) position steady in Q2 2026 at 64 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Private Wealth Management Group first reported a position in FISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $49K in Q1 2025. 775 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Private Wealth Management Group held 64 shares of Fiserv Inc worth $3.14K as of Q2 2026.
  • Private Wealth Management Group left its Fiserv Inc share count unchanged in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1018 holding.
  • Private Wealth Management Group first reported a position in Fiserv Inc in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Fiserv Inc position peaked at $49K in Q1 2025.
  • 775 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.