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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Twin Peaks Wealth Advisors's FISV Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Fiserv Inc (FISV) in Q1 2026: 266 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #842 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FISV as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FISV in Q2 2025 and has held it in 2 quarters since. The position peaked at $39.4K in Q2 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Twin Peaks Wealth Advisors held 266 shares of Fiserv Inc worth $14.8K as of Q1 2026.
  • Fiserv Inc was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Fiserv Inc made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #842 holding.
  • Twin Peaks Wealth Advisors first reported a position in Fiserv Inc in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Fiserv Inc position peaked at $39.4K in Q2 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.