Tulsa Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Tulsa Wealth 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 Q1	–	Sell	-5,367	Closed	-$361K	–	162
2025 Q4	$361K	Buy	+5,367	New	+$449K	0.12%	85

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tulsa Wealth Advisors's FISV Position: Q1 2026 in Review

Tulsa Wealth Advisors sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 5,367 shares — an estimated $361K sold.

Tulsa Wealth Advisors first reported a position in FISV in Q4 2025 and held it in 1 quarter. The position peaked at $361K in Q4 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Tulsa Wealth Advisors reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
Tulsa Wealth Advisors sold 5,367 Fiserv Inc shares in Q1 2026, an estimated $361K.
Tulsa Wealth Advisors first reported a position in Fiserv Inc in Q4 2025 and held it in 1 quarter.
Tulsa Wealth Advisors's Fiserv Inc position peaked at $361K in Q4 2025.
1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.