Boston Family Office’s Fiserv Inc FISV Stock Holding History

Boston Family Office’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	-3,972	Closed	-$222K	–	315
2026 Q1	$222K	Sell	3,972 -1,200	-23%	-$74.3K	0.01%	300
2025 Q4	$347K	Sell	5,172 -8,220	-61%	-$688K	0.02%	243
2025 Q3	$1.73M	Hold	13,392	–	–	0.11%	133
2025 Q2	$2.31M	Buy	13,392 +5,990	+81%	+$1.09M	0.15%	108
2025 Q1	$1.64M	Buy	7,402 +730	+11%	+$160K	0.12%	128
2024 Q4	$1.37M	Hold	6,672	–	–	0.09%	135
2024 Q3	$1.2M	Hold	6,672	–	–	0.08%	141
2024 Q2	$994K	Buy	6,672 +2,447	+58%	+$370K	0.07%	156
2024 Q1	$675K	Hold	4,225	–	–	0.05%	167
2023 Q4	$561K	Hold	4,225	–	–	0.04%	179
2023 Q3	$477K	Hold	4,225	–	–	0.04%	189
2023 Q2	$532K	Hold	4,225	–	–	0.04%	184
2023 Q1	$478K	Sell	4,225 -225	-5%	-$24.8K	0.04%	196
2022 Q4	$450K	Sell	4,450 -125	-3%	-$12.4K	0.04%	204
2022 Q3	$428K	Sell	4,575 -564	-11%	-$57.5K	0.04%	205
2022 Q2	$457K	Hold	5,139	–	–	0.04%	203
2022 Q1	$521K	Hold	5,139	–	–	0.04%	200
2021 Q4	$533K	Hold	5,139	–	–	0.03%	207
2021 Q3	$558K	Hold	5,139	–	–	0.04%	197
2021 Q2	$549K	Buy	5,139 +225	+5%	+$26.2K	0.04%	198
2021 Q1	$584K	Hold	4,914	–	–	0.04%	196
2020 Q4	$560K	Sell	4,914 -550	-10%	-$59.3K	0.04%	189
2020 Q3	$563K	Hold	5,464	–	–	0.05%	177
2020 Q2	$533K	Hold	5,464	–	–	0.05%	177
2020 Q1	$519K	Hold	5,464	–	–	0.06%	168
2019 Q4	$632K	Sell	5,464 -200	-4%	-$22.1K	0.06%	174
2019 Q3	$587K	Sell	5,664 -550	-9%	-$56.2K	0.06%	176
2019 Q2	$566K	Sell	6,214 -550	-8%	-$48.2K	0.06%	181
2019 Q1	$597K	Sell	6,764 -3,500	-34%	-$289K	0.06%	176
2018 Q4	$754K	Hold	10,264	–	–	0.09%	156
2018 Q3	$846K	Sell	10,264 -100	-1%	-$7.85K	0.09%	158
2018 Q2	$768K	Sell	10,364 -1,000	-9%	-$72.6K	0.09%	162
2018 Q1	$810K	Sell	11,364 -6,410	-36%	-$451K	0.09%	158
2017 Q4	$1.17M	Sell	17,774 -1,186	-6%	-$76.6K	0.13%	143
2017 Q3	$1.22M	Sell	18,960 -3,910	-17%	-$243K	0.14%	142
2017 Q2	$1.4M	Hold	22,870	–	–	0.17%	133
2017 Q1	$1.32M	Buy	22,870 +1,810	+9%	+$102K	0.16%	129
2016 Q4	$1.12M	Buy	21,060 +8,150	+63%	+$419K	0.15%	139
2016 Q3	$642K	Buy	12,910 +900	+7%	+$47.2K	0.08%	171
2016 Q2	$653K	Buy	12,010 +5,400	+82%	+$278K	0.08%	168
2016 Q1	$339K	Buy	6,610 +1,660	+34%	+$78.7K	0.04%	205
2015 Q4	$226K	Hold	4,950	–	–	0.03%	224
2015 Q3	$214K	Sell	4,950 -400	-7%	-$17.3K	0.03%	228
2015 Q2	$222K	Sell	5,350 -1,420	-21%	-$57.1K	0.03%	244
2015 Q1	$269K	Hold	6,770	–	–	0.03%	235
2014 Q4	$240K	Hold	6,770	–	–	0.03%	241
2014 Q3	$219K	Hold	6,770	–	–	0.03%	248
2014 Q2	$204K	Buy	+6,770	New	+$201K	0.03%	259

Other funds holding FISV

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Boston Family Office's FISV Position: Q2 2026 in Review

Boston Family Office sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 3,972 shares — an estimated $222K sold.

Boston Family Office first reported a position in FISV in Q2 2014 and held it in 48 quarters. The position peaked at $2.31M in Q2 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Boston Family Office reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
Boston Family Office sold 3,972 Fiserv Inc shares in Q2 2026, an estimated $222K.
Boston Family Office first reported a position in Fiserv Inc in Q2 2014 and held it in 48 quarters.
Boston Family Office's Fiserv Inc position peaked at $2.31M in Q2 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.