Compass Financial Management’s Fiserv Inc FISV Stock Holding History

Compass Financial Management’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	$1.63K	Buy	+31	New	+$1.73K	﹤0.01%	1338

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Compass Financial Management's FISV Position: Q2 2026 in Review

Compass Financial Management opened a new position in Fiserv Inc (FISV) in Q2 2026: 31 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #1338 among its holdings.

1,084 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Compass Financial Management held 31 shares of Fiserv Inc worth $1.63K as of Q2 2026.
Fiserv Inc was a new Compass Financial Management position in Q2 2026.
Fiserv Inc made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1338 holding.
1,084 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.