SVWA
FISV

Sarver Vrooman Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Sarver Vrooman 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
Q3 		$29.7K Hold
658
– – 0.02% 101
2026
Q2 		$34.2K Sell
658
-77
-10% -$4.3K 0.02% 94
2026
Q1 		$41K Buy
735
+564
+330% +$34.9K 0.03% 84
2025
Q4 		$11.5K Sell
171
-104
-38% -$8.71K 0.01% 112
2025
Q3 		$35.5K Hold
275
– – 0.02% 95
2025
Q2 		$47.4K Sell
275
-99
-26% -$18K 0.03% 84
2025
Q1 		$82.6K Buy
+374
New +$81.9K 0.05% 33

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

Sarver Vrooman Wealth Advisors's FISV Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors held its Fiserv Inc (FISV) position steady in Q3 2026 at 658 shares worth $29.7K. The position accounts for 0.02% of the portfolio, ranked #101.

Sarver Vrooman Wealth Advisors first reported a position in FISV in Q1 2025 and has held it in 7 quarters since. The position peaked at $82.6K in Q1 2025. 48 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • Sarver Vrooman Wealth Advisors held 658 shares of Fiserv Inc worth $29.7K as of Q3 2026.
  • Sarver Vrooman Wealth Advisors left its Fiserv Inc share count unchanged in Q3 2026.
  • Fiserv Inc made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #101 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Fiserv Inc in Q1 2025 and has held it in 7 quarters since.
  • Sarver Vrooman Wealth Advisors's Fiserv Inc position peaked at $82.6K in Q1 2025.
  • 48 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.