Bruce G. Allen Investments’s Fiserv Inc FISV Stock Holding History

Bruce G. Allen Investments’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	$8.73K	Buy	178 +93	+109%	+$5.2K	0.01%	501
2026 Q1	$4.74K	Buy	85 +6	+8%	+$371	﹤0.01%	572
2025 Q4	$5.31K	Sell	79 -56	-41%	-$4.69K	﹤0.01%	552
2025 Q3	$17.4K	Sell	135 -15	-10%	-$2.15K	0.01%	420
2025 Q2	$25.9K	Sell	150 -152	-50%	-$27.6K	0.02%	353
2025 Q1	$66.7K	Sell	302 -111	-27%	-$24.3K	0.05%	200
2024 Q4	$84.8K	Buy	413 +15	+4%	+$3.06K	0.07%	167
2024 Q3	$71.5K	Hold	398	–	–	0.06%	200
2024 Q2	$59.3K	Sell	398 -19	-5%	-$2.88K	0.05%	215
2024 Q1	$66.6K	Sell	417 -9	-2%	-$1.31K	0.05%	197
2023 Q4	$56.6K	Buy	+426	New	+$52.3K	0.05%	216

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

First Eagle Investment Management New York $59.9B AUM 27.01% 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

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bruce G. Allen Investments's FISV Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Fiserv Inc (FISV) stake by 109% in Q2 2026, buying an estimated $5.2K and bringing the position to 178 shares worth $8.73K. The position accounts for 0.01% of the portfolio, ranked #501.

Bruce G. Allen Investments first reported a position in FISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $84.8K in Q4 2024. 764 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Bruce G. Allen Investments held 178 shares of Fiserv Inc worth $8.73K as of Q2 2026.
Bruce G. Allen Investments bought 93 Fiserv Inc shares in Q2 2026, an estimated $5.2K.
Fiserv Inc made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #501 holding.
Bruce G. Allen Investments first reported a position in Fiserv Inc in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Fiserv Inc position peaked at $84.8K in Q4 2024.
764 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.