TWA
FISV

Trace Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Trace Wealth Advisors’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 		$383K Hold
7,815
– – 0.25% 46
2026
Q1 		$436K Buy
+7,815
New +$484K 0.33% 40

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
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Trace Wealth Advisors's FISV Position: Q2 2026 in Review

Trace Wealth Advisors held its Fiserv Inc (FISV) position steady in Q2 2026 at 7,815 shares worth $383K. The position accounts for 0.25% of the portfolio, ranked #46.

Trace Wealth Advisors first reported a position in FISV in Q1 2026 and has held it in 2 quarters since. The position peaked at $436K in Q1 2026. 1,149 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Trace Wealth Advisors held 7,815 shares of Fiserv Inc worth $383K as of Q2 2026.
  • Trace Wealth Advisors left its Fiserv Inc share count unchanged in Q2 2026.
  • Fiserv Inc made up 0.25% of Trace Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Trace Wealth Advisors first reported a position in Fiserv Inc in Q1 2026 and has held it in 2 quarters since.
  • Trace Wealth Advisors's Fiserv Inc position peaked at $436K in Q1 2026.
  • 1,149 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Trace Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.