TA
FISV

TrueWealth Advisors’s Fiserv Inc FISV Stock Holding History

TrueWealth 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
Q3 		$485K Buy
10,726
+1,466
+16% +$75K 0.11% 149
2026
Q2 		$454K Buy
9,260
+3,203
+53% +$179K 0.1% 155
2026
Q1 		$338K Buy
6,057
+2,523
+71% +$156K 0.09% 187
2025
Q4 		$237K Buy
3,534
+1,840
+109% +$154K 0.06% 215
2025
Q3 		$218K Buy
+1,694
New +$243K 0.06% 216

Other funds holding FISV

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

TrueWealth Advisors's FISV Position: Q3 2026 in Review

TrueWealth Advisors increased its Fiserv Inc (FISV) stake by 16% in Q3 2026, buying an estimated $75K and bringing the position to 10,726 shares worth $485K. The position accounts for 0.11% of the portfolio, ranked #149.

TrueWealth Advisors first reported a position in FISV in Q3 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • TrueWealth Advisors held 10,726 shares of Fiserv Inc worth $485K as of Q3 2026.
  • TrueWealth Advisors bought 1,466 Fiserv Inc shares in Q3 2026, an estimated $75K.
  • Fiserv Inc made up 0.11% of TrueWealth Advisors's portfolio in Q3 2026, its #149 holding.
  • TrueWealth Advisors first reported a position in Fiserv Inc in Q3 2025 and has held it in 5 quarters since.
  • 48 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.