CFG
FISV

Clayton Financial Group’s Fiserv Inc FISV Stock Holding History

Clayton Financial Group’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
-63
Closed -$3.52K – 250
2026
Q1 		$3.52K Sell
63
-35
-36% -$2.17K ﹤0.01% 374
2025
Q4 		$6.58K Buy
+98
New +$8.2K ﹤0.01% 276

Other funds holding FISV

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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Clayton Financial Group's FISV Position: Q2 2026 in Review

Clayton Financial Group sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 63 shares — an estimated $3.52K sold.

Clayton Financial Group first reported a position in FISV in Q4 2025 and held it in 2 quarters. The position peaked at $6.58K in Q4 2025. 427 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Clayton Financial Group reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 63 Fiserv Inc shares in Q2 2026, an estimated $3.52K.
  • Clayton Financial Group first reported a position in Fiserv Inc in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Fiserv Inc position peaked at $6.58K in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.