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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Creative Planning's FISV Position: Q2 2026 in Review

Creative Planning reduced its Fiserv Inc (FISV) stake by 14% in Q2 2026, selling an estimated $2.92M and leaving 311,752 shares worth $15.3M. The position accounts for 0.01% of the portfolio, ranked #630.

Creative Planning first reported a position in FISV in Q2 2013 and has held it in 53 quarters since. The position peaked at $54.4M in Q1 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Creative Planning held 311,752 shares of Fiserv Inc worth $15.3M as of Q2 2026.
  • Creative Planning sold 52,182 Fiserv Inc shares in Q2 2026, an estimated $2.92M.
  • Fiserv Inc made up 0.01% of Creative Planning's portfolio in Q2 2026, its #630 holding.
  • Creative Planning first reported a position in Fiserv Inc in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Fiserv Inc position peaked at $54.4M in Q1 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.