CA
FISV

Centerpoint Advisors’s Fiserv Inc FISV Stock Holding History

Centerpoint 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 		– Sell
-84
Closed -$5K – 404
2026
Q1 		$5K Hold
84
– – ﹤0.01% 351
2025
Q4 		$6K Hold
84
– – ﹤0.01% 354
2025
Q3 		$11K Buy
+84
New +$12K ﹤0.01% 323
2020
Q3 		– Sell
-47
Closed -$5K – 248
2020
Q2 		$5K Hold
47
– – ﹤0.01% 203
2020
Q1 		$4K Hold
47
– – ﹤0.01% 196
2019
Q4 		$5K Hold
47
– – ﹤0.01% 209
2019
Q3 		$5K Hold
47
– – ﹤0.01% 200
2019
Q2 		$4K Hold
47
– – ﹤0.01% 207
2019
Q1 		$4K Hold
47
– – ﹤0.01% 195
2018
Q4 		$3K Hold
47
– – ﹤0.01% 200
2018
Q3 		$4K Hold
47
– – ﹤0.01% 185
2018
Q2 		$3K Buy
+47
New +$3.41K ﹤0.01% 252

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

Centerpoint Advisors's FISV Position: Q2 2026 in Review

Centerpoint Advisors sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 84 shares — an estimated $5K sold.

Centerpoint Advisors first reported a position in FISV in Q2 2018 and held it in 12 quarters. The position peaked at $11K in Q3 2025. 788 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Centerpoint Advisors reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Centerpoint Advisors sold 84 Fiserv Inc shares in Q2 2026, an estimated $5K.
  • Centerpoint Advisors first reported a position in Fiserv Inc in Q2 2018 and held it in 12 quarters.
  • Centerpoint Advisors's Fiserv Inc position peaked at $11K in Q3 2025.
  • 788 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.