SPL
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Superior Planning, LLC’s Fiserv Inc FISV Stock Holding History

Superior Planning, LLC’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
Q3 		$35.9K Buy
+794
New +$40.6K 0.01% 476

Other funds holding FISV

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Superior Planning, LLC's FISV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Fiserv Inc (FISV) in Q3 2026: 794 shares worth $35.9K. The stake represents 0.01% of the portfolio and ranks #476 among its holdings.

765 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • Superior Planning, LLC held 794 shares of Fiserv Inc worth $35.9K as of Q3 2026.
  • Fiserv Inc was a new Superior Planning, LLC position in Q3 2026.
  • Fiserv Inc made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #476 holding.
  • 765 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.