BFS
FISV

Beacon Financial Strategies’s Fiserv Inc FISV Stock Holding History

Beacon Financial Strategies’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 		$2.99K Hold
61
– – ﹤0.01% 190
2026
Q1 		$3.4K Hold
61
– – ﹤0.01% 156
2025
Q4 		$4.1K Buy
+61
New +$5.11K ﹤0.01% 161

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

Beacon Financial Strategies's FISV Position: Q2 2026 in Review

Beacon Financial Strategies held its Fiserv Inc (FISV) position steady in Q2 2026 at 61 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Beacon Financial Strategies first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.1K in Q4 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Beacon Financial Strategies held 61 shares of Fiserv Inc worth $2.99K as of Q2 2026.
  • Beacon Financial Strategies left its Fiserv Inc share count unchanged in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #190 holding.
  • Beacon Financial Strategies first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Fiserv Inc position peaked at $4.1K in Q4 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.