RWS
FISV

Retirement Wealth Solutions’s Fiserv Inc FISV Stock Holding History

Retirement Wealth Solutions’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
Q3 		$3.07K Buy
68
+40
+143% +$2.05K ﹤0.01% 500
2026
Q2 		$1.37K Sell
28
-10
-26% -$559 ﹤0.01% 587
2026
Q1 		$2.12K Buy
+38
New +$2.35K ﹤0.01% 486

Other funds holding FISV

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Retirement Wealth Solutions's FISV Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Fiserv Inc (FISV) stake by 143% in Q3 2026, buying an estimated $2.05K and bringing the position to 68 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Retirement Wealth Solutions first reported a position in FISV in Q1 2026 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • Retirement Wealth Solutions held 68 shares of Fiserv Inc worth $3.07K as of Q3 2026.
  • Retirement Wealth Solutions bought 40 Fiserv Inc shares in Q3 2026, an estimated $2.05K.
  • Fiserv Inc made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #500 holding.
  • Retirement Wealth Solutions first reported a position in Fiserv Inc in Q1 2026 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.