TWM
FISV

Tripletail Wealth Management’s Fiserv Inc FISV Stock Holding History

Tripletail 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 		$22.2K Hold
395
– – 0.03% 184
2025
Q4 		$26.5K Buy
+395
New +$33.1K 0.03% 175

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tripletail Wealth Management's FISV Position: Q1 2026 in Review

Tripletail Wealth Management held its Fiserv Inc (FISV) position steady in Q1 2026 at 395 shares worth $22.2K. The position accounts for 0.03% of the portfolio, ranked #184.

Tripletail Wealth Management first reported a position in FISV in Q4 2025 and has held it in 2 quarters since. The position peaked at $26.5K in Q4 2025. 1,254 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Tripletail Wealth Management held 395 shares of Fiserv Inc worth $22.2K as of Q1 2026.
  • Tripletail Wealth Management left its Fiserv Inc share count unchanged in Q1 2026.
  • Fiserv Inc made up 0.03% of Tripletail Wealth Management's portfolio in Q1 2026, its #184 holding.
  • Tripletail Wealth Management first reported a position in Fiserv Inc in Q4 2025 and has held it in 2 quarters since.
  • Tripletail Wealth Management's Fiserv Inc position peaked at $26.5K in Q4 2025.
  • 1,254 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.