Wealth Enhancement Advisory Services
FISV

Wealth Enhancement Advisory Services’s Fiserv Inc FISV Stock Holding History

Wealth Enhancement Advisory Services’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
-184
Closed -$436K – 3690
2025
Q4 		$436K Sell
184
-16,651
-99% -$1.39M ﹤0.01% 2586
2025
Q3 		$714K Buy
+16,835
New +$2.41M ﹤0.01% 2084
2025
Q2 		– Sell
-22,700
Closed -$130K – 3421
2025
Q1 		$130K Buy
22,700
+5,200
+30% +$1.14M ﹤0.01% 2711
2024
Q4 		$52.4K Sell
17,500
-100
-0.6% -$20.4K ﹤0.01% 2863
2024
Q3 		$94.9K Buy
17,600
+17,400
+8,700% +$2.87M ﹤0.01% 2566
2024
Q2 		$1.38K Sell
200
-2,600
-93% -$394K ﹤0.01% 2582
2024
Q1 		$582 Sell
2,800
-1,300
-32% -$189K ﹤0.01% 2472
2023
Q4 		$1.75K Hold
4,100
– – ﹤0.01% 2319
2023
Q3 		$10.1K Buy
+4,100
New +$505K ﹤0.01% 2218

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services's FISV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Fiserv Inc (FISV) stake by 58% in Q2 2026, selling an estimated $3.47M and leaving 44,187 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Wealth Enhancement Advisory Services first reported a position in FISV in Q2 2016 and has held it in 17 quarters since. The position peaked at $36M in Q1 2025. 624 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 44,187 shares of Fiserv Inc worth $2.23M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 62,049 Fiserv Inc shares in Q2 2026, an estimated $3.47M.
  • Fiserv Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1499 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fiserv Inc in Q2 2016 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's Fiserv Inc position peaked at $36M in Q1 2025.
  • 624 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.