TPW
FISV

Talon Private Wealth’s Fiserv Inc FISV Stock Holding History

Talon Private 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
2025
Q2 		$553K Buy
3,208
+60
+2% +$10.9K 0.08% 119
2025
Q1 		$695K Hold
3,148
– – 0.09% 113
2024
Q4 		$647K Hold
3,148
– – 0.14% 71
2024
Q3 		$566K Buy
+3,148
New +$519K 0.12% 40

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Talon Private Wealth's FISV Position: Q2 2025 in Review

Talon Private Wealth increased its Fiserv Inc (FISV) stake by 1.9% in Q2 2025, buying an estimated $10.9K and bringing the position to 3,208 shares worth $553K. The position accounts for 0.08% of the portfolio, ranked #119.

Talon Private Wealth first reported a position in FISV in Q3 2024 and has held it in 4 quarters since. The position peaked at $695K in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Talon Private Wealth held 3,208 shares of Fiserv Inc worth $553K as of Q2 2025.
  • Talon Private Wealth bought 60 Fiserv Inc shares in Q2 2025, an estimated $10.9K.
  • Fiserv Inc made up 0.08% of Talon Private Wealth's portfolio in Q2 2025, its #119 holding.
  • Talon Private Wealth first reported a position in Fiserv Inc in Q3 2024 and has held it in 4 quarters since.
  • Talon Private Wealth's Fiserv Inc position peaked at $695K in Q1 2025.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.