RWP
FISV

RWA Wealth Partners’s Fiserv Inc FISV Stock Holding History

RWA Wealth Partners’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
Q1 		– Sell
-3,479
Closed -$234K – 625
2025
Q4 		$234K Buy
3,479
+797
+30% +$66.7K ﹤0.01% 572
2025
Q3 		$346K Sell
2,682
-49
-2% -$7.02K ﹤0.01% 503
2025
Q2 		$471K Hold
2,731
– – 0.01% 434
2025
Q1 		$603K Sell
2,731
-520
-16% -$114K 0.01% 386
2024
Q4 		$668K Buy
3,251
+391
+14% +$79.8K 0.01% 380
2024
Q3 		$514K Buy
2,860
+12
+0.4% +$1.98K 0.01% 398
2024
Q2 		$424K Buy
2,848
+12
+0.4% +$1.82K 0.01% 409
2024
Q1 		$453K Buy
2,836
+237
+9% +$34.5K 0.01% 403
2023
Q4 		$345K Buy
+2,599
New +$319K ﹤0.01% 421
2018
Q2 		– Sell
-4,260
Closed -$304K – 811
2018
Q1 		$304K Sell
4,260
-4,656
-52% -$327K 0.04% 161
2017
Q4 		$585K Buy
8,916
+38
+0.4% +$2.45K 0.07% 155
2017
Q3 		$572K Buy
8,878
+22
+0.2% +$1.37K 0.06% 147
2017
Q2 		$542K Hold
8,856
– – 0.07% 131
2017
Q1 		$511K Buy
+8,856
New +$497K 0.07% 130

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RWA Wealth Partners's FISV Position: Q1 2026 in Review

RWA Wealth Partners sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 3,479 shares — an estimated $234K sold.

RWA Wealth Partners first reported a position in FISV in Q1 2017 and held it in 14 quarters. The position peaked at $668K in Q4 2024. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • RWA Wealth Partners reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • RWA Wealth Partners sold 3,479 Fiserv Inc shares in Q1 2026, an estimated $234K.
  • RWA Wealth Partners first reported a position in Fiserv Inc in Q1 2017 and held it in 14 quarters.
  • RWA Wealth Partners's Fiserv Inc position peaked at $668K in Q4 2024.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.