WANY
FISV

Wealthspire Advisors (New York)’s Fiserv Inc FISV Stock Holding History

Wealthspire Advisors (New York)’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 		$789K Buy
16,090
+4,803
+43% +$268K ﹤0.01% 621
2026
Q1 		$630K Buy
11,287
+887
+9% +$54.9K ﹤0.01% 513
2025
Q4 		$699K Sell
10,400
-7,742
-43% -$648K 0.01% 518
2025
Q3 		$2.34M Sell
18,142
-5,860
-24% -$840K 0.01% 255
2025
Q2 		$4.14M Sell
24,002
-42
-0.2% -$7.62K 0.02% 176
2025
Q1 		$5.31M Buy
24,044
+11,323
+89% +$2.48M 0.03% 157
2024
Q4 		$2.61M Sell
12,721
-796
-6% -$162K 0.03% 212
2024
Q3 		$2.43M Buy
13,517
+1,552
+13% +$256K 0.02% 218
2024
Q2 		$1.78M Sell
11,965
-84
-0.7% -$12.7K 0.02% 221
2024
Q1 		$1.93M Sell
12,049
-224
-2% -$32.6K 0.03% 203
2023
Q4 		$1.63M Sell
12,273
-205
-2% -$25.2K 0.02% 227
2023
Q3 		$1.41M Buy
12,478
+2,217
+22% +$273K 0.02% 219
2023
Q2 		$1.29M Sell
10,261
-335
-3% -$39.4K 0.02% 214
2023
Q1 		$1.2M Sell
10,596
-1,486
-12% -$163K 0.02% 219
2022
Q4 		$1.22M Buy
12,082
+257
+2% +$25.6K 0.02% 223
2022
Q3 		$1.11M Sell
11,825
-2,285
-16% -$233K 0.02% 210
2022
Q2 		$1.25M Buy
14,110
+1,694
+14% +$164K 0.03% 189
2022
Q1 		$1.26M Sell
12,416
-3,904
-24% -$395K 0.03% 168
2021
Q4 		$1.69M Sell
16,320
-5,318
-25% -$550K 0.04% 162
2021
Q3 		$2.35M Buy
21,638
+2,974
+16% +$332K 0.05% 147
2021
Q2 		$2M Sell
18,664
-6,388
-25% -$743K 0.05% 112
2021
Q1 		$2.98M Buy
25,052
+1,595
+7% +$183K 0.07% 128
2020
Q4 		$2.67M Buy
23,457
+21,254
+965% +$2.29M 0.08% 110
2020
Q3 		$227K Sell
2,203
-179
-8% -$17.8K 0.01% 278
2020
Q2 		$233K Sell
2,382
-38,345
-94% -$3.86M 0.02% 239
2020
Q1 		$3.87M Buy
40,727
+38,909
+2,140% +$4.32M 0.16% 75
2019
Q4 		$210K Buy
+1,818
New +$201K 0.02% 198
2019
Q1 		– Sell
-369
Closed -$27K – 306
2018
Q4 		$27K Buy
+369
New +$28.5K ﹤0.01% 278

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

Wealthspire Advisors (New York)'s FISV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Fiserv Inc (FISV) stake by 43% in Q2 2026, buying an estimated $268K and bringing the position to 16,090 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Wealthspire Advisors (New York) first reported a position in FISV in Q4 2018 and has held it in 28 quarters since. The position peaked at $5.31M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Wealthspire Advisors (New York) held 16,090 shares of Fiserv Inc worth $789K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 4,803 Fiserv Inc shares in Q2 2026, an estimated $268K.
  • Fiserv Inc made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #621 holding.
  • Wealthspire Advisors (New York) first reported a position in Fiserv Inc in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s Fiserv Inc position peaked at $5.31M in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.