Creative Planning
FISV

Creative Planning’s Fiserv Inc FISV Stock Holding History

Creative Planning’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
-10,000
Closed -$86K – 4141
2025
Q4 		$86K Buy
+10,000
New +$837K ﹤0.01% 3733
2016
Q2 		– Sell
-200
Closed -$1K – 4395
2016
Q1 		$1K Buy
+200
New +$9.48K ﹤0.01% 4108

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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. 1,255 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.
  • 1,255 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.