SAM
FISV

Secure Asset Management’s Fiserv Inc FISV Stock Holding History

Secure Asset 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 		$205K Buy
4,181
+468
+13% +$26.2K 0.03% 313
2026
Q1 		$207K Sell
3,713
-678
-15% -$42K 0.03% 308
2025
Q4 		$295K Buy
4,391
+794
+22% +$66.5K 0.05% 272
2025
Q3 		$454K Buy
3,597
+899
+33% +$129K 0.07% 194
2025
Q2 		$465K Buy
+2,698
New +$489K 0.09% 195
2025
Q1 		– Sell
-2,790
Closed -$573K – 326
2024
Q4 		$573K Sell
2,790
-7,907
-74% -$1.61M 0.09% 178
2024
Q3 		$1.92M Sell
10,697
-896
-8% -$148K 0.32% 68
2024
Q2 		$1.73M Buy
11,593
+2,686
+30% +$407K 0.33% 68
2024
Q1 		$1.42M Sell
8,907
-89
-1% -$13K 0.33% 76
2023
Q4 		$1.2M Buy
8,996
+377
+4% +$46.3K 0.32% 80
2023
Q3 		$974K Buy
8,619
+496
+6% +$61.1K 0.29% 92
2023
Q2 		$1.02M Sell
8,123
-278
-3% -$32.7K 0.31% 79
2023
Q1 		$950K Sell
8,401
-24
-0.3% -$2.64K 0.32% 77
2022
Q4 		$852K Buy
8,425
+6,269
+291% +$624K 0.31% 82
2022
Q3 		$202K Buy
+2,156
New +$220K 0.11% 147

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

Secure Asset Management's FISV Position: Q2 2026 in Review

Secure Asset Management increased its Fiserv Inc (FISV) stake by 13% in Q2 2026, buying an estimated $26.2K and bringing the position to 4,181 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #313.

Secure Asset Management first reported a position in FISV in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.92M in Q3 2024. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Secure Asset Management held 4,181 shares of Fiserv Inc worth $205K as of Q2 2026.
  • Secure Asset Management bought 468 Fiserv Inc shares in Q2 2026, an estimated $26.2K.
  • Fiserv Inc made up 0.03% of Secure Asset Management's portfolio in Q2 2026, its #313 holding.
  • Secure Asset Management first reported a position in Fiserv Inc in Q3 2022 and has held it in 15 quarters since.
  • Secure Asset Management's Fiserv Inc position peaked at $1.92M in Q3 2024.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.