WETS
FISV

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

Wealth Enhancement Trust 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
Q2 		$193K Sell
3,936
-8,386
-68% -$469K 0.02% 291
2026
Q1 		$688K Sell
12,322
-2,444
-17% -$151K 0.08% 187
2025
Q4 		$992K Buy
+14,766
New +$1.24M 0.13% 133

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
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 $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 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

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

Wealth Enhancement Trust Services reduced its Fiserv Inc (FISV) stake by 68% in Q2 2026, selling an estimated $469K and leaving 3,936 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #291.

Wealth Enhancement Trust Services first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $992K in Q4 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Wealth Enhancement Trust Services held 3,936 shares of Fiserv Inc worth $193K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 8,386 Fiserv Inc shares in Q2 2026, an estimated $469K.
  • Fiserv Inc made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #291 holding.
  • Wealth Enhancement Trust Services first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Fiserv Inc position peaked at $992K in Q4 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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