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
Q2 		$20.7K Hold
395
– – 0.02% 205
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 $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

Tripletail Wealth Management's FISV Position: Q2 2026 in Review

Tripletail Wealth Management held its Fiserv Inc (FISV) position steady in Q2 2026 at 395 shares worth $20.7K. The position accounts for 0.02% of the portfolio, ranked #205.

Tripletail Wealth Management first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.5K in Q4 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Tripletail Wealth Management held 395 shares of Fiserv Inc worth $20.7K as of Q2 2026.
  • Tripletail Wealth Management left its Fiserv Inc share count unchanged in Q2 2026.
  • Fiserv Inc made up 0.02% of Tripletail Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Tripletail Wealth Management first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • Tripletail Wealth Management's Fiserv Inc position peaked at $26.5K in Q4 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.