Center for Financial Planning’s Fiserv Inc FISV Stock Holding History

Center for Financial Planning’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 Q1	–	Sell	-1,681	Closed	-$113K	–	686
2025 Q4	$113K	Sell	1,681 -634	-27%	-$53.1K	0.01%	212
2025 Q3	$298K	Hold	2,315	–	–	0.03%	141
2025 Q2	$399K	Hold	2,315	–	–	0.05%	121
2025 Q1	$511K	Buy	2,315 +18	+0.8%	+$3.94K	0.07%	98
2024 Q4	$472K	Hold	2,297	–	–	0.06%	96
2024 Q3	$413K	Hold	2,297	–	–	0.06%	104
2024 Q2	$342K	Buy	2,297 +22	+1%	+$3.33K	0.05%	112
2024 Q1	$364K	Buy	2,275 +48	+2%	+$6.99K	0.05%	112
2023 Q4	$296K	Hold	2,227	–	–	0.05%	116
2023 Q3	$252K	Hold	2,227	–	–	0.05%	120
2023 Q2	$281K	Hold	2,227	–	–	0.06%	115
2023 Q1	$252K	Buy	2,227 +435	+24%	+$47.9K	0.06%	119
2022 Q4	$181K	Buy	+1,792	New	+$178K	0.04%	135
2022 Q3	–	Sell	-9	Closed	-$1K	–	651
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	497
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	499
2021 Q4	$1K	Buy	+9	New	+$931	﹤0.01%	507
2021 Q2	–	Sell	-275	Closed	-$33K	–	511
2021 Q1	$33K	Buy	+275	New	+$31.6K	0.01%	255
2020 Q2	–	Sell	-100	Closed	-$9K	–	493
2020 Q1	$9K	Buy	+100	New	+$11.1K	﹤0.01%	342

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Center for Financial Planning's FISV Position: Q1 2026 in Review

Center for Financial Planning sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 1,681 shares — an estimated $113K sold.

Center for Financial Planning first reported a position in FISV in Q1 2020 and held it in 18 quarters. The position peaked at $511K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Center for Financial Planning reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
Center for Financial Planning sold 1,681 Fiserv Inc shares in Q1 2026, an estimated $113K.
Center for Financial Planning first reported a position in Fiserv Inc in Q1 2020 and held it in 18 quarters.
Center for Financial Planning's Fiserv Inc position peaked at $511K in Q1 2025.
1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.