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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

TrueWealth Advisors's FISV Position: Q2 2026 in Review

TrueWealth Advisors increased its Fiserv Inc (FISV) stake by 53% in Q2 2026, buying an estimated $179K and bringing the position to 9,260 shares worth $454K. The position accounts for 0.1% of the portfolio, ranked #155.

TrueWealth Advisors first reported a position in FISV in Q3 2025 and has held it in 4 quarters since. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • TrueWealth Advisors held 9,260 shares of Fiserv Inc worth $454K as of Q2 2026.
  • TrueWealth Advisors bought 3,203 Fiserv Inc shares in Q2 2026, an estimated $179K.
  • Fiserv Inc made up 0.1% of TrueWealth Advisors's portfolio in Q2 2026, its #155 holding.
  • TrueWealth Advisors first reported a position in Fiserv Inc in Q3 2025 and has held it in 4 quarters since.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.