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 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

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

Sarver Vrooman Wealth Advisors's FISV Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its Fiserv Inc (FISV) stake by 10% in Q2 2026, selling an estimated $4.3K and leaving 658 shares worth $34.2K. The position accounts for 0.02% of the portfolio, ranked #94.

Sarver Vrooman Wealth Advisors first reported a position in FISV in Q1 2025 and has held it in 6 quarters since. The position peaked at $82.6K in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Sarver Vrooman Wealth Advisors held 658 shares of Fiserv Inc worth $34.2K as of Q2 2026.
Sarver Vrooman Wealth Advisors sold 77 Fiserv Inc shares in Q2 2026, an estimated $4.3K.
Fiserv Inc made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Sarver Vrooman Wealth Advisors first reported a position in Fiserv Inc in Q1 2025 and has held it in 6 quarters since.
Sarver Vrooman Wealth Advisors's Fiserv Inc position peaked at $82.6K in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.