Burney Company’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $243K | Sell |
4,957
-9
| -0.2% | -$503 | 0.01% | 563 |
|
|
2026
Q1 | $277K | Sell |
4,966
-756
| -13% | -$46.8K | 0.01% | 522 |
|
|
2025
Q4 | $384K | Sell |
5,722
-2,680
| -32% | -$224K | 0.01% | 483 |
|
|
2025
Q3 | $1.08M | Sell |
8,402
-1,943
| -19% | -$278K | 0.03% | 305 |
|
|
2025
Q2 | $1.78M | Sell |
10,345
-4,017
| -28% | -$728K | 0.06% | 243 |
|
|
2025
Q1 | $3.17M | Sell |
14,362
-501
| -3% | -$110K | 0.12% | 164 |
|
|
2024
Q4 | $3.05M | Hold |
14,863
| – | – | 0.11% | 172 |
|
|
2024
Q3 | $2.67M | Hold |
14,863
| – | – | 0.1% | 187 |
|
|
2024
Q2 | $2.22M | Sell |
14,863
-83
| -0.6% | -$12.6K | 0.08% | 207 |
|
|
2024
Q1 | $2.39M | Sell |
14,946
-226
| -1% | -$32.9K | 0.09% | 210 |
|
|
2023
Q4 | $2.02M | Sell |
15,172
-90
| -0.6% | -$11K | 0.08% | 238 |
|
|
2023
Q3 | $1.72M | Sell |
15,262
-444
| -3% | -$54.7K | 0.08% | 241 |
|
|
2023
Q2 | $1.98M | Sell |
15,706
-116
| -0.7% | -$13.7K | 0.09% | 228 |
|
|
2023
Q1 | $1.79M | Sell |
15,822
-105
| -0.7% | -$11.6K | 0.09% | 241 |
|
|
2022
Q4 | $1.61M | Buy |
15,927
+5,897
| +59% | +$587K | 0.08% | 230 |
|
|
2022
Q3 | $939K | Buy |
10,030
+75
| +0.8% | +$7.64K | 0.05% | 309 |
|
|
2022
Q2 | $886K | Sell |
9,955
-301
| -3% | -$29.2K | 0.05% | 324 |
|
|
2022
Q1 | $1.04M | Sell |
10,256
-472
| -4% | -$47.8K | 0.05% | 327 |
|
|
2021
Q4 | $1.11M | Buy |
10,728
+98
| +0.9% | +$10.1K | 0.05% | 308 |
|
|
2021
Q3 | $1.15M | Buy |
10,630
+252
| +2% | +$28.2K | 0.05% | 289 |
|
|
2021
Q2 | $1.11M | Sell |
10,378
-52
| -0.5% | -$6.04K | 0.05% | 302 |
|
|
2021
Q1 | $1.24M | Sell |
10,430
-554
| -5% | -$63.6K | 0.06% | 287 |
|
|
2020
Q4 | $1.25M | Sell |
10,984
-520
| -5% | -$56K | 0.07% | 263 |
|
|
2020
Q3 | $1.19M | Sell |
11,504
-1,757
| -13% | -$175K | 0.07% | 258 |
|
|
2020
Q2 | $1.29M | Sell |
13,261
-4,471
| -25% | -$450K | 0.08% | 245 |
|
|
2020
Q1 | $1.68M | Sell |
17,732
-452
| -2% | -$50.2K | 0.13% | 181 |
|
|
2019
Q4 | $2.1M | Sell |
18,184
-295
| -2% | -$32.6K | 0.12% | 198 |
|
|
2019
Q3 | $1.91M | Sell |
18,479
-130
| -0.7% | -$13.3K | 0.11% | 201 |
|
|
2019
Q2 | $1.7M | Buy |
18,609
+387
| +2% | +$33.9K | 0.1% | 214 |
|
|
2019
Q1 | $1.61M | Sell |
18,222
-3,990
| -18% | -$329K | 0.1% | 208 |
|
|
2018
Q4 | $1.63M | Sell |
22,212
-2,709
| -11% | -$209K | 0.11% | 200 |
|
|
2018
Q3 | $2.05M | Sell |
24,921
-219
| -0.9% | -$17.2K | 0.12% | 189 |
|
|
2018
Q2 | $1.86M | Buy |
25,140
+3,483
| +16% | +$253K | 0.11% | 205 |
|
|
2018
Q1 | $1.54M | Buy |
21,657
+2,775
| +15% | +$195K | 0.1% | 210 |
|
|
2017
Q4 | $1.24M | Buy |
18,882
+2,926
| +18% | +$189K | 0.07% | 229 |
|
|
2017
Q3 | $1.02M | Sell |
15,956
-990
| -6% | -$61.5K | 0.07% | 226 |
|
|
2017
Q2 | $1.03M | Buy |
16,946
+110
| +0.7% | +$6.65K | 0.07% | 219 |
|
|
2017
Q1 | $971K | Sell |
16,836
-768
| -4% | -$43.1K | 0.06% | 222 |
|
|
2016
Q4 | $935K | Buy |
17,604
+2,650
| +18% | +$136K | 0.06% | 215 |
|
|
2016
Q3 | $749K | Buy |
14,954
+1,320
| +10% | +$69.2K | 0.05% | 224 |
|
|
2016
Q2 | $741K | Sell |
13,634
-270
| -2% | -$13.9K | 0.05% | 225 |
|
|
2016
Q1 | $713K | Sell |
13,904
-830
| -6% | -$39.4K | 0.05% | 232 |
|
|
2015
Q4 | $686K | Sell |
14,734
-870
| -6% | -$40.9K | 0.05% | 225 |
|
|
2015
Q3 | $676K | Buy |
15,604
+1,360
| +10% | +$58.8K | 0.05% | 226 |
|
|
2015
Q2 | $590K | Sell |
14,244
-6,500
| -31% | -$261K | 0.04% | 250 |
|
|
2015
Q1 | $824K | Sell |
20,744
-2,172
| -9% | -$82.8K | 0.06% | 231 |
|
|
2014
Q4 | $813K | Sell |
22,916
-800
| -3% | -$27.4K | 0.06% | 221 |
|
|
2014
Q3 | $766K | Sell |
23,716
-9,870
| -29% | -$312K | 0.07% | 225 |
|
|
2014
Q2 | $1.01M | Sell |
33,586
-1,890
| -5% | -$56K | 0.09% | 209 |
|
|
2014
Q1 | $1.01M | Sell |
35,476
-1,972
| -5% | -$56.4K | 0.09% | 202 |
|
|
2013
Q4 | $1.11M | Buy |
37,448
+4,100
| +12% | +$111K | 0.11% | 190 |
|
|
2013
Q3 | $842K | Sell |
33,348
-2,268
| -6% | -$54.9K | 0.09% | 215 |
|
|
2013
Q2 | $778K | Buy |
+35,616
| New | +$781K | 0.1% | 207 |
|
Other funds holding FISV
CB
Burney Company's FISV Position: Q2 2026 in Review
Burney Company reduced its Fiserv Inc (FISV) stake by 0.18% in Q2 2026, selling an estimated $503 and leaving 4,957 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #563.
Burney Company first reported a position in FISV in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.17M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- Burney Company held 4,957 shares of Fiserv Inc worth $243K as of Q2 2026.
- Burney Company sold 9 Fiserv Inc shares in Q2 2026, an estimated $503.
- Fiserv Inc made up 0.01% of Burney Company's portfolio in Q2 2026, its #563 holding.
- Burney Company first reported a position in Fiserv Inc in Q2 2013 and has held it in 53 quarters since.
- Burney Company's Fiserv Inc position peaked at $3.17M in Q1 2025.
- 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.