ABLA
FISV

Alan B. Lancz & Associates’s Fiserv Inc FISV Stock Holding History

Alan B. Lancz & Associates’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
-4,100
Closed -$229K – 141
2026
Q1 		$229K Buy
4,100
+700
+21% +$43.3K 0.22% 120
2025
Q4 		$228K Buy
+3,400
New +$285K 0.2% 119

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Alan B. Lancz & Associates's FISV Position: Q2 2026 in Review

Alan B. Lancz & Associates sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 4,100 shares — an estimated $229K sold.

Alan B. Lancz & Associates first reported a position in FISV in Q4 2025 and held it in 2 quarters. The position peaked at $229K in Q1 2026. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Alan B. Lancz & Associates reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 4,100 Fiserv Inc shares in Q2 2026, an estimated $229K.
  • Alan B. Lancz & Associates first reported a position in Fiserv Inc in Q4 2025 and held it in 2 quarters.
  • Alan B. Lancz & Associates's Fiserv Inc position peaked at $229K in Q1 2026.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.