TTWM
FISV

TCV Trust & Wealth Management’s Fiserv Inc FISV Stock Holding History

TCV Trust & 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
Q1 		– Sell
-3,020
Closed -$203K – 218
2025
Q4 		$203K Sell
3,020
-175
-5% -$14.7K 0.02% 225
2025
Q3 		$412K Sell
3,195
-194
-6% -$27.8K 0.03% 162
2025
Q2 		$584K Buy
+3,389
New +$615K 0.05% 133
2022
Q3 		– Sell
-2,420
Closed -$215K – 188
2022
Q2 		$215K Hold
2,420
– – 0.03% 189
2022
Q1 		$245K Hold
2,420
– – 0.03% 185
2021
Q4 		$251K Buy
+2,420
New +$250K 0.03% 187

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCV Trust & Wealth Management's FISV Position: Q1 2026 in Review

TCV Trust & Wealth Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 3,020 shares — an estimated $203K sold.

TCV Trust & Wealth Management first reported a position in FISV in Q4 2021 and held it in 6 quarters. The position peaked at $584K in Q2 2025. 1,262 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • TCV Trust & Wealth Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 3,020 Fiserv Inc shares in Q1 2026, an estimated $203K.
  • TCV Trust & Wealth Management first reported a position in Fiserv Inc in Q4 2021 and held it in 6 quarters.
  • TCV Trust & Wealth Management's Fiserv Inc position peaked at $584K in Q2 2025.
  • 1,262 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.