CFCI
FISV

Comprehensive Financial Consultants Institutional’s Fiserv Inc FISV Stock Holding History

Comprehensive Financial Consultants Institutional’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
-21,800
Closed -$1.46M – 196
2025
Q4 		$1.46M Buy
21,800
+7,517
+53% +$629K 0.44% 76
2025
Q3 		$1.84M Buy
14,283
+1,086
+8% +$156K 0.57% 62
2025
Q2 		$2.28M Buy
13,197
+564
+4% +$102K 0.75% 49
2025
Q1 		$2.79M Sell
12,633
-323
-2% -$70.7K 0.99% 34
2024
Q4 		$2.66M Sell
12,956
-581
-4% -$119K 0.97% 35
2024
Q3 		$2.43M Buy
13,537
+67
+0.5% +$11.1K 0.89% 38
2024
Q2 		$2.01M Buy
13,470
+635
+5% +$96.1K 0.79% 46
2024
Q1 		$2.05M Buy
12,835
+647
+5% +$94.2K 0.85% 42
2023
Q4 		$1.62M Buy
12,188
+1,318
+12% +$162K 0.75% 51
2023
Q3 		$1.23M Buy
10,870
+1,131
+12% +$139K 0.65% 63
2023
Q2 		$1.25M Buy
9,739
+414
+4% +$48.7K 0.66% 61
2023
Q1 		$1.05M Buy
9,325
+435
+5% +$47.9K 0.6% 67
2022
Q4 		$911K Buy
+8,890
New +$885K 0.55% 70

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's FISV Position: Q1 2026 in Review

Comprehensive Financial Consultants Institutional sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 21,800 shares — an estimated $1.46M sold.

Comprehensive Financial Consultants Institutional first reported a position in FISV in Q4 2022 and held it in 13 quarters. The position peaked at $2.79M in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Comprehensive Financial Consultants Institutional reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 21,800 Fiserv Inc shares in Q1 2026, an estimated $1.46M.
  • Comprehensive Financial Consultants Institutional first reported a position in Fiserv Inc in Q4 2022 and held it in 13 quarters.
  • Comprehensive Financial Consultants Institutional's Fiserv Inc position peaked at $2.79M in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2026, filed 8 May 2026.