BFG
FISV

Berger Financial Group’s Fiserv Inc FISV Stock Holding History

Berger Financial Group’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 		$275K Sell
5,598
-8,684
-61% -$485K 0.01% 392
2026
Q1 		$797K Sell
14,282
-2,536
-15% -$157K 0.04% 227
2025
Q4 		$1.13M Sell
16,818
-1,393
-8% -$117K 0.07% 198
2025
Q3 		$2.35M Sell
18,211
-168
-0.9% -$24.1K 0.14% 121
2025
Q2 		$3.17M Buy
18,379
+339
+2% +$61.5K 0.2% 107
2025
Q1 		$3.98M Buy
18,040
+53
+0.3% +$11.6K 0.28% 93
2024
Q4 		$3.69M Sell
17,987
-120
-0.7% -$24.5K 0.26% 94
2024
Q3 		$3.25M Sell
18,107
-233
-1% -$38.4K 0.23% 95
2024
Q2 		$2.73M Buy
18,340
+25
+0.1% +$3.78K 0.22% 98
2024
Q1 		$2.93M Sell
18,315
-235
-1% -$34.2K 0.24% 96
2023
Q4 		$2.46M Sell
18,550
-11
-0.1% -$1.35K 0.26% 93
2023
Q3 		$2.1M Sell
18,561
-295
-2% -$36.3K 0.24% 94
2023
Q2 		$2.38M Hold
18,856
– – 0.27% 87
2023
Q1 		$2.13M Sell
18,856
-295
-2% -$32.5K 0.26% 88
2022
Q4 		$1.94M Sell
19,151
-77
-0.4% -$7.67K 0.26% 83
2022
Q3 		$1.8M Sell
19,228
-267
-1% -$27.2K 0.26% 84
2022
Q2 		$1.73M Sell
19,495
-2,596
-12% -$252K 0.25% 77
2022
Q1 		$2.24M Sell
22,091
-2,998
-12% -$303K 0.28% 81
2021
Q4 		$2.6M Buy
+25,089
New +$2.59M 0.35% 76

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

Berger Financial Group's FISV Position: Q2 2026 in Review

Berger Financial Group reduced its Fiserv Inc (FISV) stake by 61% in Q2 2026, selling an estimated $485K and leaving 5,598 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #392.

Berger Financial Group first reported a position in FISV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.98M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Berger Financial Group held 5,598 shares of Fiserv Inc worth $275K as of Q2 2026.
  • Berger Financial Group sold 8,684 Fiserv Inc shares in Q2 2026, an estimated $485K.
  • Fiserv Inc made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #392 holding.
  • Berger Financial Group first reported a position in Fiserv Inc in Q4 2021 and has held it in 19 quarters since.
  • Berger Financial Group's Fiserv Inc position peaked at $3.98M in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.