Atwood & Palmer’s Fiserv Inc FISV Stock Holding History

Atwood & Palmer’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	$22.6K	Hold	500	–	–	﹤0.01%	338
2026 Q2	$24.5K	Hold	500	–	–	﹤0.01%	309
2026 Q1	$27.9K	Hold	500	–	–	﹤0.01%	296
2025 Q4	$33.6K	Hold	500	–	–	﹤0.01%	269
2025 Q3	$64.5K	Hold	500	–	–	﹤0.01%	224
2025 Q2	$86.2K	Hold	500	–	–	0.01%	205
2025 Q1	$110K	Sell	500 -66	-12%	-$14.4K	0.01%	178
2024 Q4	$116K	Sell	566 -500	-47%	-$102K	0.01%	171
2024 Q3	$192K	Buy	1,066 +66	+7%	+$10.9K	0.01%	152
2024 Q2	$149K	Hold	1,000	–	–	0.01%	159
2024 Q1	$160K	Hold	1,000	–	–	0.01%	158
2023 Q4	$133K	Hold	1,000	–	–	0.01%	169
2023 Q3	$113K	Hold	1,000	–	–	0.01%	169
2023 Q2	$126K	Hold	1,000	–	–	0.01%	175
2023 Q1	$113K	Hold	1,000	–	–	0.01%	169
2022 Q4	$101K	Hold	1,000	–	–	0.01%	180
2022 Q3	$94K	Hold	1,000	–	–	0.01%	176
2022 Q2	$89K	Hold	1,000	–	–	0.01%	176
2022 Q1	$101K	Hold	1,000	–	–	0.01%	179
2021 Q4	$104K	Hold	1,000	–	–	0.01%	189
2021 Q3	$109K	Hold	1,000	–	–	0.01%	182
2021 Q2	$107K	Hold	1,000	–	–	0.01%	182
2021 Q1	$119K	Hold	1,000	–	–	0.01%	170
2020 Q4	$114K	Hold	1,000	–	–	0.01%	166
2020 Q3	$103K	Sell	1,000 -515	-34%	-$51.3K	0.01%	158
2020 Q2	$148K	Hold	1,515	–	–	0.02%	140
2020 Q1	$144K	Buy	+1,515	New	+$168K	0.02%	131

Other funds holding FISV

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Atwood & Palmer's FISV Position: Q3 2026 in Review

Atwood & Palmer held its Fiserv Inc (FISV) position steady in Q3 2026 at 500 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Atwood & Palmer first reported a position in FISV in Q1 2020 and has held it in 27 quarters since. The position peaked at $192K in Q3 2024. 48 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

Atwood & Palmer held 500 shares of Fiserv Inc worth $22.6K as of Q3 2026.
Atwood & Palmer left its Fiserv Inc share count unchanged in Q3 2026.
Fiserv Inc made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #338 holding.
Atwood & Palmer first reported a position in Fiserv Inc in Q1 2020 and has held it in 27 quarters since.
Atwood & Palmer's Fiserv Inc position peaked at $192K in Q3 2024.
48 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.