SWM
FISV

Spire Wealth Management’s Fiserv Inc FISV Stock Holding History

Spire Wealth 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 		$28K Sell
571
-138
-19% -$7.71K ﹤0.01% 1339
2026
Q1 		$39.6K Sell
709
-4,116
-85% -$255K ﹤0.01% 1237
2025
Q4 		$324K Sell
4,825
-859
-15% -$71.9K 0.01% 656
2025
Q3 		$733K Sell
5,684
-17,229
-75% -$2.47M 0.02% 441
2025
Q2 		$3.83M Sell
22,913
-13,457
-37% -$2.44M 0.14% 135
2025
Q1 		$8.03M Sell
36,370
-5,178
-12% -$1.13M 0.26% 83
2024
Q4 		$8.53M Sell
41,548
-7,968
-16% -$1.63M 0.27% 83
2024
Q3 		$8.9M Sell
49,516
-1,572
-3% -$259K 0.3% 74
2024
Q2 		$7.6M Sell
51,088
-12,239
-19% -$1.85M 0.27% 84
2024
Q1 		$25M Buy
63,327
+7,230
+13% +$1.05M 0.45% 42
2023
Q4 		$7.8M Buy
56,097
+6,040
+12% +$741K 0.26% 81
2023
Q3 		$5.65M Sell
50,057
-20,941
-29% -$2.58M 0.22% 91
2023
Q2 		$8.96M Buy
70,998
+538
+0.8% +$63.3K 0.33% 66
2023
Q1 		$7.96M Buy
70,460
+54,683
+347% +$6.02M 0.31% 66
2022
Q4 		$1.59M Buy
15,777
+28
+0.2% +$2.79K 0.09% 180
2022
Q3 		$1.47M Sell
15,749
-764
-5% -$77.9K 0.09% 161
2022
Q2 		$1.47M Sell
16,513
-454
-3% -$44K 0.06% 254
2022
Q1 		$1.72M Sell
16,967
-104
-0.6% -$10.5K 0.05% 299
2021
Q4 		$1.78M Sell
17,071
-2,115
-11% -$219K 0.04% 332
2021
Q3 		$2.08M Sell
19,186
-151
-0.8% -$16.9K 0.06% 276
2021
Q2 		$2.07M Sell
19,337
-178
-0.9% -$20.7K 0.06% 283
2021
Q1 		$2.33M Buy
+19,515
New +$2.24M 0.06% 250

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Spire Wealth Management's FISV Position: Q2 2026 in Review

Spire Wealth Management reduced its Fiserv Inc (FISV) stake by 19% in Q2 2026, selling an estimated $7.71K and leaving 571 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Spire Wealth Management first reported a position in FISV in Q1 2021 and has held it in 22 quarters since. The position peaked at $25M in Q1 2024. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Spire Wealth Management held 571 shares of Fiserv Inc worth $28K as of Q2 2026.
  • Spire Wealth Management sold 138 Fiserv Inc shares in Q2 2026, an estimated $7.71K.
  • Fiserv Inc made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1339 holding.
  • Spire Wealth Management first reported a position in Fiserv Inc in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Fiserv Inc position peaked at $25M in Q1 2024.
  • 1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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