Callan Family Office’s Fiserv Inc FISV Stock Holding History

Callan 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	$5.24M	Sell	106,927 -12,184	-10%	-$681K	0.1%	191
2026 Q1	$6.65M	Buy	119,111 +90,203	+312%	+$5.58M	0.15%	148
2025 Q4	$1.94M	Sell	28,908 -44,764	-61%	-$3.75M	0.04%	359
2025 Q3	$9.5M	Sell	73,672 -6,130	-8%	-$878K	0.3%	65
2025 Q2	$13.8M	Buy	79,802 +53,972	+209%	+$9.79M	0.43%	46
2025 Q1	$5.7M	Sell	25,830 -2,331	-8%	-$510K	0.43%	52
2024 Q4	$5.78M	Buy	28,161 +23,403	+492%	+$4.78M	0.37%	48
2024 Q3	$855K	Buy	4,758 +1,854	+64%	+$306K	0.14%	76
2024 Q2	$433K	Buy	+2,904	New	+$440K	0.08%	97
2023 Q3	–	Sell	-1,702	Closed	-$215K	–	100
2023 Q2	$215K	Sell	1,702 -11,936	-88%	-$1.41M	0.06%	103
2023 Q1	$1.54M	Buy	+13,638	New	+$1.5M	0.37%	37

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Callan Family Office reduced its Fiserv Inc (FISV) stake by 10% in Q2 2026, selling an estimated $681K and leaving 106,927 shares worth $5.24M. The position accounts for 0.1% of the portfolio, ranked #191.

Callan Family Office first reported a position in FISV in Q1 2023 and has held it in 11 quarters since. The position peaked at $13.8M in Q2 2025. 754 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Callan Family Office held 106,927 shares of Fiserv Inc worth $5.24M as of Q2 2026.
Callan Family Office sold 12,184 Fiserv Inc shares in Q2 2026, an estimated $681K.
Fiserv Inc made up 0.1% of Callan Family Office's portfolio in Q2 2026, its #191 holding.
Callan Family Office first reported a position in Fiserv Inc in Q1 2023 and has held it in 11 quarters since.
Callan Family Office's Fiserv Inc position peaked at $13.8M in Q2 2025.
754 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.