RWML
FISV

RAFFA WEALTH MANAGEMENT, LLC’s Fiserv Inc FISV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$2.35K Sell
48
-30
-38% -$1.68K ﹤0.01% 788
2026
Q1 		$4.35K Buy
78
+1
+1% +$62 ﹤0.01% 564
2025
Q4 		$5.17K Sell
77
-42
-35% -$3.52K ﹤0.01% 513
2025
Q3 		$15.3K Buy
119
+24
+25% +$3.44K ﹤0.01% 295
2025
Q2 		$16.4K Sell
95
-12
-11% -$2.18K ﹤0.01% 296
2025
Q1 		$23.6K Hold
107
– – 0.01% 205
2024
Q4 		$22K Buy
107
+44
+70% +$8.98K 0.01% 223
2024
Q3 		$11.3K Hold
63
– – ﹤0.01% 302
2024
Q2 		$9.39K Hold
63
– – ﹤0.01% 450
2024
Q1 		$10.1K Hold
63
– – ﹤0.01% 426
2023
Q4 		$8.37K Hold
63
– – ﹤0.01% 323
2023
Q3 		$7.12K Hold
63
– – ﹤0.01% 328
2023
Q2 		$7.95K Hold
63
– – ﹤0.01% 317
2023
Q1 		$7.12K Hold
63
– – ﹤0.01% 337
2022
Q4 		$6.37K Sell
63
-15
-19% -$1.49K ﹤0.01% 347
2022
Q3 		$7.3K Buy
78
+15
+24% +$1.53K ﹤0.01% 317
2022
Q2 		$5.61K Hold
63
– – ﹤0.01% 365
2022
Q1 		$6.39K Hold
63
– – ﹤0.01% 358
2021
Q4 		$6.54K Hold
63
– – ﹤0.01% 369
2021
Q3 		$6.84K Hold
63
– – ﹤0.01% 315
2021
Q2 		$6.73K Hold
63
– – ﹤0.01% 323
2021
Q1 		$7.5K Buy
63
+10
+19% +$1.15K ﹤0.01% 322
2020
Q4 		$6.04K Hold
53
– – ﹤0.01% 328
2020
Q3 		$5.46K Sell
53
-6
-10% -$598 ﹤0.01% 317
2020
Q2 		$5.76K Hold
59
– – ﹤0.01% 292
2020
Q1 		$5.6K Buy
59
+24
+69% +$2.67K ﹤0.01% 264
2019
Q4 		$4.05K Hold
35
– – ﹤0.01% 298
2019
Q3 		$3.63K Buy
+35
New +$3.57K ﹤0.01% 306
2019
Q2 		– Sell
-18
Closed -$1.59K – 967
2019
Q1 		$1.59K Sell
18
-16
-47% -$1.32K ﹤0.01% 407
2018
Q4 		$2.5K Hold
34
– – ﹤0.01% 319
2018
Q3 		$2.8K Hold
34
– – ﹤0.01% 329
2018
Q2 		$2.52K Hold
34
– – ﹤0.01% 329
2018
Q1 		$2.42K Buy
+34
New +$2.39K ﹤0.01% 321
2017
Q1 		– Sell
-14
Closed -$744 – 540
2016
Q4 		$744 Hold
14
– – ﹤0.01% 543
2016
Q3 		$696 Hold
14
– – ﹤0.01% 557
2016
Q2 		$761 Hold
14
– – ﹤0.01% 487
2016
Q1 		$718 Hold
14
– – ﹤0.01% 517
2015
Q4 		$640 Hold
14
– – ﹤0.01% 564
2015
Q3 		$606 Hold
14
– – ﹤0.01% 573
2015
Q2 		$580 Hold
14
– – ﹤0.01% 622
2015
Q1 		$556 Sell
14
-6
-30% -$229 ﹤0.01% 666
2014
Q4 		$710 Hold
20
– – ﹤0.01% 482
2014
Q3 		$646 Buy
+20
New +$632 ﹤0.01% 479
2014
Q1 		– Sell
-20
Closed -$710 – 437
2013
Q4 		$710 Buy
+20
New +$540 ﹤0.01% 482

Other funds holding FISV

PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FISV Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Fiserv Inc (FISV) stake by 38% in Q2 2026, selling an estimated $1.68K and leaving 48 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FISV in Q4 2013 and has held it in 44 quarters since. The position peaked at $23.6K in Q1 2025. 374 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 48 shares of Fiserv Inc worth $2.35K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 30 Fiserv Inc shares in Q2 2026, an estimated $1.68K.
  • Fiserv Inc made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #788 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Fiserv Inc in Q4 2013 and has held it in 44 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Fiserv Inc position peaked at $23.6K in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.