PWA
FISV

Provenance Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Provenance Wealth Advisors’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 		$1.77K Buy
+36
New +$2.01K ﹤0.01% 456
2024
Q4 		– Sell
-42
Closed -$7.54K – 570
2024
Q3 		$7.54K Buy
+42
New +$6.93K ﹤0.01% 366

Other funds holding FISV

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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Provenance Wealth Advisors's FISV Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in Fiserv Inc (FISV) in Q2 2026: 36 shares worth $1.77K. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in FISV as recently as Q3 2024.

Provenance Wealth Advisors first reported a position in FISV in Q3 2024 and has held it in 2 quarters since. The position peaked at $7.54K in Q3 2024. 442 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Provenance Wealth Advisors held 36 shares of Fiserv Inc worth $1.77K as of Q2 2026.
  • Fiserv Inc was a new Provenance Wealth Advisors position in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #456 holding.
  • Provenance Wealth Advisors first reported a position in Fiserv Inc in Q3 2024 and has held it in 2 quarters since.
  • Provenance Wealth Advisors's Fiserv Inc position peaked at $7.54K in Q3 2024.
  • 442 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.