TPWA
FISV

Twin Peaks Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Twin Peaks 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
-266
Closed -$14.8K – 921
2026
Q1 		$14.8K Buy
+266
New +$16.5K ﹤0.01% 842
2025
Q3 		– Sell
-297
Closed -$39.4K – 844
2025
Q2 		$39.4K Buy
+297
New +$53.9K 0.01% 395

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

Twin Peaks Wealth Advisors's FISV Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 266 shares — an estimated $14.8K sold.

Twin Peaks Wealth Advisors first reported a position in FISV in Q2 2025 and held it in 2 quarters. The position peaked at $39.4K in Q2 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 266 Fiserv Inc shares in Q2 2026, an estimated $14.8K.
  • Twin Peaks Wealth Advisors first reported a position in Fiserv Inc in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Fiserv Inc position peaked at $39.4K in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.