BFA
FISV

Buttonwood Financial Advisors’s Fiserv Inc FISV Stock Holding History

Buttonwood Financial Advisors’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 		$2.74M Sell
55,841
-1,393
-2% -$77.9K 0.83% 32
2026
Q1 		$3.19M Sell
57,234
-950
-2% -$58.8K 1.07% 26
2025
Q4 		$3.91M Buy
58,184
+17,054
+41% +$1.43M 1.3% 19
2025
Q3 		$5.3M Buy
41,130
+29,108
+242% +$4.17M 1.83% 15
2025
Q2 		$2.07M Sell
12,022
-63
-0.5% -$11.4K 0.83% 33
2025
Q1 		$2.67M Sell
12,085
-286
-2% -$62.6K 1.17% 23
2024
Q4 		$2.54M Sell
12,371
-558
-4% -$114K 1.12% 26
2024
Q3 		$2.32M Sell
12,929
-676
-5% -$112K 1.01% 30
2024
Q2 		$2.03M Sell
13,605
-659
-5% -$99.8K 0.96% 31
2024
Q1 		$2.28M Sell
14,264
-407
-3% -$59.3K 1.07% 31
2023
Q4 		$1.95M Sell
14,671
-2,826
-16% -$347K 1.06% 30
2023
Q3 		$1.98M Sell
17,497
-766
-4% -$94.3K 1.25% 22
2023
Q2 		$2.3M Sell
18,263
-847
-4% -$99.7K 1.44% 18
2023
Q1 		$2.16M Sell
19,110
-547
-3% -$60.2K 1.68% 17
2022
Q4 		$1.99M Sell
19,657
-368
-2% -$36.7K 1.67% 16
2022
Q3 		$1.92M Sell
20,025
-94
-0.5% -$9.58K 1.73% 17
2022
Q2 		$1.79M Buy
20,119
+527
+3% +$51.1K 1.61% 19
2022
Q1 		$1.99M Buy
19,592
+841
+4% +$85.1K 1.79% 16
2021
Q4 		$1.95M Buy
+18,751
New +$1.94M 1.9% 15

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

Buttonwood Financial Advisors's FISV Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Fiserv Inc (FISV) stake by 2.4% in Q2 2026, selling an estimated $77.9K and leaving 55,841 shares worth $2.74M. The position accounts for 0.83% of the portfolio, ranked #32.

Buttonwood Financial Advisors first reported a position in FISV in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.3M in Q3 2025. 775 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Buttonwood Financial Advisors held 55,841 shares of Fiserv Inc worth $2.74M as of Q2 2026.
  • Buttonwood Financial Advisors sold 1,393 Fiserv Inc shares in Q2 2026, an estimated $77.9K.
  • Fiserv Inc made up 0.83% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • Buttonwood Financial Advisors first reported a position in Fiserv Inc in Q4 2021 and has held it in 19 quarters since.
  • Buttonwood Financial Advisors's Fiserv Inc position peaked at $5.3M in Q3 2025.
  • 775 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.