TCWA
FISV

Turtle Creek Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Turtle Creek 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
Q2 		– Sell
-3,775
Closed -$211K – 532
2026
Q1 		$211K Sell
3,775
-1,650
-30% -$102K 0.02% 392
2025
Q4 		$364K Buy
5,425
+2,520
+87% +$211K 0.03% 269
2025
Q3 		$375K Buy
+2,905
New +$416K 0.03% 247
2024
Q1 		– Sell
-593
Closed -$78.8K – 418
2023
Q4 		$78.8K Buy
+593
New +$72.8K 0.02% 221

Other funds holding FISV

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Turtle Creek Wealth Advisors's FISV Position: Q2 2026 in Review

Turtle Creek Wealth Advisors sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 3,775 shares — an estimated $211K sold.

Turtle Creek Wealth Advisors first reported a position in FISV in Q4 2023 and held it in 4 quarters. The position peaked at $375K in Q3 2025. 503 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Turtle Creek Wealth Advisors reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 3,775 Fiserv Inc shares in Q2 2026, an estimated $211K.
  • Turtle Creek Wealth Advisors first reported a position in Fiserv Inc in Q4 2023 and held it in 4 quarters.
  • Turtle Creek Wealth Advisors's Fiserv Inc position peaked at $375K in Q3 2025.
  • 503 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.