WA
FISV

Westfuller Advisors’s Fiserv Inc FISV Stock Holding History

Westfuller Advisors’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 		– Sell
-92
Closed -$5.13K – 778
2026
Q1 		$5.13K Sell
92
-36
-28% -$2.23K ﹤0.01% 541
2025
Q4 		$8.6K Sell
128
-151
-54% -$12.6K ﹤0.01% 486
2025
Q3 		$36K Buy
+279
New +$40K 0.02% 318

Other funds holding FISV

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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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

Westfuller Advisors's FISV Position: Q2 2026 in Review

Westfuller Advisors sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 92 shares — an estimated $5.13K sold.

Westfuller Advisors first reported a position in FISV in Q3 2025 and held it in 3 quarters. The position peaked at $36K in Q3 2025. 451 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Westfuller Advisors reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Westfuller Advisors sold 92 Fiserv Inc shares in Q2 2026, an estimated $5.13K.
  • Westfuller Advisors first reported a position in Fiserv Inc in Q3 2025 and held it in 3 quarters.
  • Westfuller Advisors's Fiserv Inc position peaked at $36K in Q3 2025.
  • 451 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.