SteelPeak Wealth’s Fiserv Inc FISV Stock Holding History

SteelPeak Wealth’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	$533K	Sell	10,860 -3,604	-25%	-$201K	0.01%	414
2026 Q1	$807K	Buy	+14,464	New	+$895K	0.02%	319
2025 Q1	–	Sell	-14,103	Closed	-$2.9M	–	614
2024 Q4	$2.9M	Buy	+14,103	New	+$2.88M	0.12%	134
2021 Q1	–	Sell	-18,135	Closed	-$2.06M	–	384
2020 Q4	$2.06M	Sell	18,135 -7,208	-28%	-$777K	0.19%	96
2020 Q3	$2.61M	Buy	25,343 +5,218	+26%	+$520K	0.28%	81
2020 Q2	$1.97M	Buy	20,125 +315	+2%	+$31.7K	0.25%	84
2020 Q1	$1.88M	Sell	19,810 -1,523	-7%	-$169K	0.3%	72
2019 Q4	$2.47M	Buy	+21,333	New	+$2.36M	0.34%	68

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

SteelPeak Wealth's FISV Position: Q2 2026 in Review

SteelPeak Wealth reduced its Fiserv Inc (FISV) stake by 25% in Q2 2026, selling an estimated $201K and leaving 10,860 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #414.

SteelPeak Wealth first reported a position in FISV in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.9M in Q4 2024. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

SteelPeak Wealth held 10,860 shares of Fiserv Inc worth $533K as of Q2 2026.
SteelPeak Wealth sold 3,604 Fiserv Inc shares in Q2 2026, an estimated $201K.
Fiserv Inc made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #414 holding.
SteelPeak Wealth first reported a position in Fiserv Inc in Q4 2019 and has held it in 8 quarters since.
SteelPeak Wealth's Fiserv Inc position peaked at $2.9M in Q4 2024.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.