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Tred Avon Family Wealth’s Fiserv Inc FISV Stock Holding History

Tred Avon Family 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 		$290K Buy
+5,910
New +$330K 0.09% 234
2025
Q4 		– Sell
-4,542
Closed -$586K – 259
2025
Q3 		$586K Buy
+4,542
New +$651K 0.2% 136

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's FISV Position: Q2 2026 in Review

Tred Avon Family Wealth opened a new position in Fiserv Inc (FISV) in Q2 2026: 5,910 shares worth $290K. The stake represents 0.09% of the portfolio and ranks #234 among its holdings. This is a return to the name: Tred Avon Family Wealth previously reported a position in FISV as recently as Q3 2025.

Tred Avon Family Wealth first reported a position in FISV in Q3 2025 and has held it in 2 quarters since. The position peaked at $586K in Q3 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Tred Avon Family Wealth held 5,910 shares of Fiserv Inc worth $290K as of Q2 2026.
  • Fiserv Inc was a new Tred Avon Family Wealth position in Q2 2026.
  • Fiserv Inc made up 0.09% of Tred Avon Family Wealth's portfolio in Q2 2026, its #234 holding.
  • Tred Avon Family Wealth first reported a position in Fiserv Inc in Q3 2025 and has held it in 2 quarters since.
  • Tred Avon Family Wealth's Fiserv Inc position peaked at $586K in Q3 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.