WAU
FISV

Wellington-Altus USA’s Fiserv Inc FISV Stock Holding History

Wellington-Altus USA’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 		$3.63K Buy
+65
New +$3.63K ﹤0.01% 620
2026
Q1 		– Sell
-65
Closed -$4.37K – 719
2025
Q4 		$4.37K Buy
+65
New +$5.44K ﹤0.01% 624

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wellington-Altus USA's FISV Position: Q2 2026 in Review

Wellington-Altus USA opened a new position in Fiserv Inc (FISV) in Q2 2026: 65 shares worth $3.63K. The stake represents ﹤0.01% of the portfolio and ranks #620 among its holdings. This is a return to the name: Wellington-Altus USA previously reported a position in FISV as recently as Q4 2025.

Wellington-Altus USA first reported a position in FISV in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.37K in Q4 2025. 1,152 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Wellington-Altus USA held 65 shares of Fiserv Inc worth $3.63K as of Q2 2026.
  • Fiserv Inc was a new Wellington-Altus USA position in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #620 holding.
  • Wellington-Altus USA first reported a position in Fiserv Inc in Q4 2025 and has held it in 2 quarters since.
  • Wellington-Altus USA's Fiserv Inc position peaked at $4.37K in Q4 2025.
  • 1,152 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.