Sagespring Wealth Partners’s Fiserv Inc FISV Stock Holding History

Sagespring 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 Q2	$273K	Buy	5,574 +1,517	+37%	+$84.8K	﹤0.01%	724
2026 Q1	$226K	Sell	4,057 -4,070	-50%	-$252K	﹤0.01%	747
2025 Q4	$546K	Sell	8,127 -4,913	-38%	-$411K	0.01%	452
2025 Q3	$1.68M	Sell	13,040 -577	-4%	-$82.7K	0.03%	211
2025 Q2	$2.35M	Sell	13,617 -1,691	-11%	-$307K	0.05%	159
2025 Q1	$3.38M	Buy	15,308 +2,621	+21%	+$574K	0.09%	115
2024 Q4	$2.61M	Buy	+12,687	New	+$2.59M	0.07%	120

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Sagespring Wealth Partners's FISV Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Fiserv Inc (FISV) stake by 37% in Q2 2026, buying an estimated $84.8K and bringing the position to 5,574 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Sagespring Wealth Partners first reported a position in FISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.38M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Sagespring Wealth Partners held 5,574 shares of Fiserv Inc worth $273K as of Q2 2026.
Sagespring Wealth Partners bought 1,517 Fiserv Inc shares in Q2 2026, an estimated $84.8K.
Fiserv Inc made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #724 holding.
Sagespring Wealth Partners first reported a position in Fiserv Inc in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Fiserv Inc position peaked at $3.38M in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.