CFG
FISV

Cooper Financial Group’s Fiserv Inc FISV Stock Holding History

Cooper 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
-8,972
Closed -$501K – 469
2026
Q1 		$501K Sell
8,972
-60
-0.7% -$3.71K 0.05% 257
2025
Q4 		$607K Buy
9,032
+956
+12% +$80K 0.06% 214
2025
Q3 		$1.04M Sell
8,076
-119
-1% -$17.1K 0.12% 136
2025
Q2 		$1.41M Sell
8,195
-237
-3% -$43K 0.17% 107
2025
Q1 		$1.86M Buy
8,432
+152
+2% +$33.3K 0.25% 89
2024
Q4 		$1.7M Sell
8,280
-253
-3% -$51.6K 0.2% 91
2024
Q3 		$1.53M Sell
8,533
-5,866
-41% -$968K 0.2% 91
2024
Q2 		$2.15M Buy
14,399
+12,156
+542% +$1.84M 0.32% 61
2024
Q1 		$358K Buy
2,243
+67
+3% +$9.76K 0.06% 259
2023
Q4 		$289K Sell
2,176
-12
-0.5% -$1.47K 0.05% 276
2023
Q3 		$247K Hold
2,188
– – 0.06% 276
2023
Q2 		$276K Sell
2,188
-1,747
-44% -$206K 0.07% 260
2023
Q1 		$445K Buy
3,935
+162
+4% +$17.8K 0.12% 187
2022
Q4 		$381K Buy
3,773
+30
+0.8% +$2.99K 0.12% 179
2022
Q3 		$350K Buy
3,743
+310
+9% +$31.6K 0.13% 163
2022
Q2 		$305K Buy
3,433
+105
+3% +$10.2K 0.11% 179
2022
Q1 		$337K Buy
+3,328
New +$337K 0.13% 156
2020
Q3 		– Sell
-5,005
Closed -$489K – 209
2020
Q2 		$489K Buy
5,005
+1,376
+38% +$139K 0.16% 92
2020
Q1 		$345K Buy
3,629
+113
+3% +$12.6K 0.14% 97
2019
Q4 		$407K Buy
3,516
+113
+3% +$12.5K 0.16% 86
2019
Q3 		$353K Buy
3,403
+1,072
+46% +$109K 0.16% 86
2019
Q2 		$212K Buy
+2,331
New +$204K 0.1% 120

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

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

Cooper Financial Group sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 8,972 shares — an estimated $501K sold.

Cooper Financial Group first reported a position in FISV in Q2 2019 and held it in 22 quarters. The position peaked at $2.15M in Q2 2024. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Cooper Financial Group reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Cooper Financial Group sold 8,972 Fiserv Inc shares in Q2 2026, an estimated $501K.
  • Cooper Financial Group first reported a position in Fiserv Inc in Q2 2019 and held it in 22 quarters.
  • Cooper Financial Group's Fiserv Inc position peaked at $2.15M in Q2 2024.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.