Cornerstone Planning Group’s Fiserv Inc FISV Stock Holding History

Cornerstone Planning 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	$43.4K	Buy	865 +120	+16%	+$6.71K	0.01%	438
2026 Q1	$42.7K	Sell	745 -8	-1%	-$495	0.01%	441
2025 Q4	$48.9K	Buy	753 +281	+60%	+$23.5K	0.01%	353
2025 Q3	$30.8K	Buy	472 +158	+50%	+$22.6K	﹤0.01%	462
2025 Q2	$42.2K	Buy	314 +6	+2%	+$1.09K	0.01%	272
2025 Q1	$66.9K	Buy	308 +278	+927%	+$60.9K	0.02%	193
2024 Q4	$6.39K	Buy	30 +4	+15%	+$817	﹤0.01%	529
2024 Q3	$5.22K	Buy	26 +5	+24%	+$825	﹤0.01%	559
2024 Q2	$3.25K	Buy	21 +12	+133%	+$1.82K	﹤0.01%	660
2024 Q1	$1.34K	Buy	+9	New	+$1.31K	﹤0.01%	725

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Cornerstone Planning Group's FISV Position: Q2 2026 in Review

Cornerstone Planning Group increased its Fiserv Inc (FISV) stake by 16% in Q2 2026, buying an estimated $6.71K and bringing the position to 865 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #438.

Cornerstone Planning Group first reported a position in FISV in Q1 2024 and has held it in 10 quarters since. The position peaked at $66.9K in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Cornerstone Planning Group held 865 shares of Fiserv Inc worth $43.4K as of Q2 2026.
Cornerstone Planning Group bought 120 Fiserv Inc shares in Q2 2026, an estimated $6.71K.
Fiserv Inc made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #438 holding.
Cornerstone Planning Group first reported a position in Fiserv Inc in Q1 2024 and has held it in 10 quarters since.
Cornerstone Planning Group's Fiserv Inc position peaked at $66.9K in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.