RSWM
FISV

Robertson Stephens Wealth Management’s Fiserv Inc FISV Stock Holding History

Robertson Stephens Wealth 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 		$587K Sell
11,968
-1,172
-9% -$65.5K 0.01% 411
2026
Q1 		$733K Sell
13,140
-500
-4% -$30.9K 0.02% 350
2025
Q4 		$916K Sell
13,640
-5,566
-29% -$466K 0.02% 328
2025
Q3 		$2.48M Sell
19,206
-1,821
-9% -$261K 0.07% 164
2025
Q2 		$3.63M Buy
21,027
+40
+0.2% +$7.25K 0.12% 131
2025
Q1 		$4.63M Sell
20,987
-971
-4% -$213K 0.16% 111
2024
Q4 		$4.51M Sell
21,958
-112
-0.5% -$22.9K 0.16% 117
2024
Q3 		$3.96M Sell
22,070
-6,369
-22% -$1.05M 0.14% 132
2024
Q2 		$4.24M Sell
28,439
-25
-0.1% -$3.78K 0.21% 91
2024
Q1 		$4.55M Sell
28,464
-884
-3% -$129K 0.24% 71
2023
Q4 		$3.9M Sell
29,348
-2,460
-8% -$302K 0.24% 79
2023
Q3 		$3.59M Sell
31,808
-666
-2% -$82K 0.24% 86
2023
Q2 		$4.1M Sell
32,474
-12,853
-28% -$1.51M 0.29% 77
2023
Q1 		$5.12M Buy
45,327
+10,504
+30% +$1.16M 0.39% 52
2022
Q4 		$3.52M Sell
34,823
-807
-2% -$80.4K 0.34% 68
2022
Q3 		$3.33M Sell
35,630
-2,988
-8% -$304K 0.35% 57
2022
Q2 		$3.44M Sell
38,618
-179
-0.5% -$17.4K 0.32% 67
2022
Q1 		$3.93M Buy
38,797
+2,686
+7% +$272K 0.33% 64
2021
Q4 		$3.75M Buy
+36,111
New +$3.73M 0.32% 72

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

Robertson Stephens Wealth Management's FISV Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Fiserv Inc (FISV) stake by 8.9% in Q2 2026, selling an estimated $65.5K and leaving 11,968 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #411.

Robertson Stephens Wealth Management first reported a position in FISV in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.12M in Q1 2023. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Robertson Stephens Wealth Management held 11,968 shares of Fiserv Inc worth $587K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1,172 Fiserv Inc shares in Q2 2026, an estimated $65.5K.
  • Fiserv Inc made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #411 holding.
  • Robertson Stephens Wealth Management first reported a position in Fiserv Inc in Q4 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's Fiserv Inc position peaked at $5.12M in Q1 2023.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.