SWASL
FISV

Spartan Wealth Advisory Services LLC’s Fiserv Inc FISV Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$317K Sell
6,459
-1,320
-17% -$73.8K 0.03% 253
2026
Q1 		$434K Buy
+7,779
New +$481K 0.04% 223

Other funds holding FISV

Dodge & Cox
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's FISV Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Fiserv Inc (FISV) stake by 17% in Q2 2026, selling an estimated $73.8K and leaving 6,459 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #253.

Spartan Wealth Advisory Services LLC first reported a position in FISV in Q1 2026 and has held it in 2 quarters since. The position peaked at $434K in Q1 2026. 1,084 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 6,459 shares of Fiserv Inc worth $317K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 1,320 Fiserv Inc shares in Q2 2026, an estimated $73.8K.
  • Fiserv Inc made up 0.03% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #253 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Fiserv Inc in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Fiserv Inc position peaked at $434K in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.