Action Point Financial Planning’s Fiserv Inc FISV Stock Holding History

Action Point Financial Planning’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	$5.84K	Buy	+119	New	+$6.65K	﹤0.01%	1737

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Action Point Financial Planning's FISV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fiserv Inc (FISV) in Q2 2026: 119 shares worth $5.84K. The stake represents ﹤0.01% of the portfolio and ranks #1737 among its holdings.

1,141 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Action Point Financial Planning held 119 shares of Fiserv Inc worth $5.84K as of Q2 2026.
Fiserv Inc was a new Action Point Financial Planning position in Q2 2026.
Fiserv Inc made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1737 holding.
1,141 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.