WFA
FISV

Wipfli Financial Advisors’s Fiserv Inc FISV Stock Holding History

Wipfli Financial 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
2022
Q3 		$1.25M Buy
+13,305
New +$1.36M 0.09% 95

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's FISV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Fiserv Inc (FISV) in Q3 2022: 13,305 shares worth $1.25M. The stake represents 0.09% of the portfolio and ranks #95 among its holdings.

1,344 funds tracked by Wall St. Rank hold FISV as of Q3 2022.

  • Wipfli Financial Advisors held 13,305 shares of Fiserv Inc worth $1.25M as of Q3 2022.
  • Fiserv Inc was a new Wipfli Financial Advisors position in Q3 2022.
  • Fiserv Inc made up 0.09% of Wipfli Financial Advisors's portfolio in Q3 2022, its #95 holding.
  • 1,344 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.