Compass Financial Management
FISV icon

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
Q3 		$723 Sell
16
-15
-48% -$768 ﹤0.01% 1568
2026
Q2 		$1.63K Buy
+31
New +$1.73K ﹤0.01% 1338

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State Street
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Vanguard Portfolio Management
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Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Compass Financial Management's FISV Position: Q3 2026 in Review

Compass Financial Management reduced its Fiserv Inc (FISV) stake by 48% in Q3 2026, selling an estimated $768 and leaving 16 shares worth $723. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Compass Financial Management first reported a position in FISV in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.63K in Q2 2026. 903 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • Compass Financial Management held 16 shares of Fiserv Inc worth $723 as of Q3 2026.
  • Compass Financial Management sold 15 Fiserv Inc shares in Q3 2026, an estimated $768.
  • Fiserv Inc made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1568 holding.
  • Compass Financial Management first reported a position in Fiserv Inc in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Fiserv Inc position peaked at $1.63K in Q2 2026.
  • 903 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.