Creative Planning’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.3M | Buy |
363,934
+144,875
| +66% | +$8.96M | 0.01% | 445 |
|
|
2025
Q4 | $14.7M | Sell |
219,059
-18,113
| -8% | -$1.52M | 0.01% | 486 |
|
|
2025
Q3 | $30.6M | Buy |
237,172
+4,647
| +2% | +$666K | 0.02% | 273 |
|
|
2025
Q2 | $40.1M | Sell |
232,525
-13,991
| -6% | -$2.54M | 0.03% | 210 |
|
|
2025
Q1 | $54.4M | Buy |
246,516
+38,201
| +18% | +$8.36M | 0.05% | 145 |
|
|
2024
Q4 | $42.8M | Buy |
208,315
+59,910
| +40% | +$12.2M | 0.04% | 166 |
|
|
2024
Q3 | $26.7M | Buy |
148,405
+6,649
| +5% | +$1.1M | 0.03% | 228 |
|
|
2024
Q2 | $21.1M | Buy |
141,756
+2,548
| +2% | +$386K | 0.02% | 255 |
|
|
2024
Q1 | $22.2M | Buy |
139,208
+6,529
| +5% | +$951K | 0.02% | 241 |
|
|
2023
Q4 | $17.6M | Buy |
132,679
+4,100
| +3% | +$503K | 0.03% | 267 |
|
|
2023
Q3 | $14.5M | Buy |
128,579
+7,470
| +6% | +$920K | 0.02% | 291 |
|
|
2023
Q2 | $15.3M | Buy |
121,109
+4,165
| +4% | +$490K | 0.02% | 266 |
|
|
2023
Q1 | $13.2M | Sell |
116,944
-671
| -0.6% | -$73.8K | 0.02% | 282 |
|
|
2022
Q4 | $11.9M | Buy |
117,615
+7,278
| +7% | +$725K | 0.02% | 305 |
|
|
2022
Q3 | $10.3M | Sell |
110,337
-313
| -0.3% | -$31.9K | 0.02% | 297 |
|
|
2022
Q2 | $9.84M | Sell |
110,650
-1,908
| -2% | -$185K | 0.02% | 325 |
|
|
2022
Q1 | $11.4M | Buy |
112,558
+21,607
| +24% | +$2.19M | 0.02% | 298 |
|
|
2021
Q4 | $9.44M | Buy |
90,951
+925
| +1% | +$95.6K | 0.02% | 296 |
|
|
2021
Q3 | $9.77M | Sell |
90,026
-1,960
| -2% | -$219K | 0.02% | 272 |
|
|
2021
Q2 | $9.83M | Sell |
91,986
-17,239
| -16% | -$2M | 0.02% | 268 |
|
|
2021
Q1 | $13M | Buy |
109,225
+5,758
| +6% | +$661K | 0.03% | 231 |
|
|
2020
Q4 | $11.8M | Sell |
103,467
-2,189
| -2% | -$236K | 0.03% | 230 |
|
|
2020
Q3 | $10.9M | Buy |
105,656
+5,469
| +5% | +$545K | 0.03% | 197 |
|
|
2020
Q2 | $9.78M | Sell |
100,187
-8,445
| -8% | -$850K | 0.03% | 196 |
|
|
2020
Q1 | $10.3M | Sell |
108,632
-15,013
| -12% | -$1.67M | 0.04% | 167 |
|
|
2019
Q4 | $14.3M | Buy |
123,645
+1,056
| +0.9% | +$117K | 0.04% | 150 |
|
|
2019
Q3 | $12.7M | Buy |
122,589
+49,345
| +67% | +$5.04M | 0.04% | 153 |
|
|
2019
Q2 | $6.68M | Sell |
73,244
-32,853
| -31% | -$2.88M | 0.02% | 238 |
|
|
2019
Q1 | $9.37M | Sell |
106,097
-4,631
| -4% | -$382K | 0.03% | 171 |
|
|
2018
Q4 | $8.14M | Sell |
110,728
-14,025
| -11% | -$1.08M | 0.03% | 172 |
|
|
2018
Q3 | $10.3M | Buy |
124,753
+355
| +0.3% | +$27.9K | 0.04% | 159 |
|
|
2018
Q2 | $9.22M | Buy |
124,398
+6,516
| +6% | +$473K | 0.04% | 164 |
|
|
2018
Q1 | $8.41M | Buy |
117,882
+24,014
| +26% | +$1.69M | 0.03% | 165 |
|
|
2017
Q4 | $6.15M | Sell |
93,868
-94
| -0.1% | -$6.07K | 0.03% | 200 |
|
|
2017
Q3 | $6.06M | Buy |
93,962
+28,318
| +43% | +$1.76M | 0.03% | 202 |
|
|
2017
Q2 | $4.01M | Buy |
65,644
+992
| +2% | +$60K | 0.02% | 267 |
|
|
2017
Q1 | $3.73M | Sell |
64,652
-3,438
| -5% | -$193K | 0.02% | 270 |
|
|
2016
Q4 | $3.62M | Buy |
68,090
+664
| +1% | +$34.1K | 0.02% | 267 |
|
|
2016
Q3 | $3.35M | Buy |
67,426
+7,204
| +12% | +$378K | 0.02% | 269 |
|
|
2016
Q2 | $3.27M | Sell |
60,222
-1,172
| -2% | -$60.3K | 0.02% | 236 |
|
|
2016
Q1 | $3.15M | Buy |
61,394
+22,894
| +59% | +$1.09M | 0.02% | 229 |
|
|
2015
Q4 | $1.76M | Sell |
38,500
-11,754
| -23% | -$552K | 0.01% | 342 |
|
|
2015
Q3 | $2.18M | Buy |
50,254
+182
| +0.4% | +$7.87K | 0.02% | 283 |
|
|
2015
Q2 | $2.07M | Buy |
50,072
+1,228
| +3% | +$49.4K | 0.02% | 290 |
|
|
2015
Q1 | $1.94M | Buy |
48,844
+16,522
| +51% | +$630K | 0.02% | 284 |
|
|
2014
Q4 | $1.15M | Buy |
32,322
+4,310
| +15% | +$148K | 0.01% | 409 |
|
|
2014
Q3 | $905K | Sell |
28,012
-900
| -3% | -$28.4K | 0.01% | 433 |
|
|
2014
Q2 | $872K | Sell |
28,912
-676
| -2% | -$20K | 0.01% | 436 |
|
|
2014
Q1 | $839K | Sell |
29,588
-1,280
| -4% | -$36.6K | 0.01% | 427 |
|
|
2013
Q4 | $911K | Buy |
30,868
+3,736
| +14% | +$101K | 0.02% | 333 |
|
|
2013
Q3 | $685K | Buy |
27,132
+244
| +0.9% | +$5.9K | 0.01% | 355 |
|
|
2013
Q2 | $588K | Buy |
+26,888
| New | +$590K | 0.01% | 367 |
|
Other funds holding FISV
VCM
VPM
Creative Planning's FISV Position: Q1 2026 in Review
Creative Planning increased its Fiserv Inc (FISV) stake by 66% in Q1 2026, buying an estimated $8.96M and bringing the position to 363,934 shares worth $20.3M. The position accounts for 0.01% of the portfolio, ranked #445.
Creative Planning first reported a position in FISV in Q2 2013 and has held it in 52 quarters since. The position peaked at $54.4M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.
- Creative Planning held 363,934 shares of Fiserv Inc worth $20.3M as of Q1 2026.
- Creative Planning bought 144,875 Fiserv Inc shares in Q1 2026, an estimated $8.96M.
- Fiserv Inc made up 0.01% of Creative Planning's portfolio in Q1 2026, its #445 holding.
- Creative Planning first reported a position in Fiserv Inc in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Fiserv Inc position peaked at $54.4M in Q1 2025.
- 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.