SIS
FISV

Sound Income Strategies’s Fiserv Inc FISV Stock Holding History

Sound Income Strategies’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 		– Sell
-223
Closed -$12.4K – 1122
2026
Q1 		$12.4K Hold
223
– – ﹤0.01% 1406
2025
Q4 		$14.8K Hold
223
– – ﹤0.01% 1280
2025
Q3 		$28.1K Buy
+223
New +$32K ﹤0.01% 725
2023
Q2 		– Sell
-220
Closed -$24.9K – 1128
2023
Q1 		$24.9K Hold
220
– – ﹤0.01% 383
2022
Q4 		$22.2K Hold
220
– – ﹤0.01% 377
2022
Q3 		$21K Sell
220
-80
-27% -$8.15K ﹤0.01% 353
2022
Q2 		$27K Hold
300
– – ﹤0.01% 301
2022
Q1 		$30K Hold
300
– – ﹤0.01% 299
2021
Q4 		$31K Sell
300
-5
-2% -$517 ﹤0.01% 300
2021
Q3 		$33K Buy
305
+5
+2% +$559 ﹤0.01% 272
2021
Q2 		$32K Buy
300
+27
+10% +$3.14K ﹤0.01% 286
2021
Q1 		$32.5K Hold
273
– – 0.01% 279
2020
Q4 		$31K Hold
273
– – 0.01% 262
2020
Q3 		$28K Buy
273
+2
+0.7% +$199 0.01% 246
2020
Q2 		$26K Hold
271
– – 0.01% 233
2020
Q1 		$26K Buy
271
+80
+42% +$8.89K 0.01% 203
2019
Q4 		$22K Hold
191
– – 0.01% 224
2019
Q3 		$20K Hold
191
– – 0.01% 212
2019
Q2 		$17K Hold
191
– – 0.01% 248
2019
Q1 		$17K Buy
+191
New +$15.8K 0.01% 248

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
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
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Sound Income Strategies's FISV Position: Q2 2026 in Review

Sound Income Strategies sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 223 shares — an estimated $12.4K sold.

Sound Income Strategies first reported a position in FISV in Q1 2019 and held it in 20 quarters. The position peaked at $33K in Q3 2021. 792 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Sound Income Strategies reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 223 Fiserv Inc shares in Q2 2026, an estimated $12.4K.
  • Sound Income Strategies first reported a position in Fiserv Inc in Q1 2019 and held it in 20 quarters.
  • Sound Income Strategies's Fiserv Inc position peaked at $33K in Q3 2021.
  • 792 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.