CAG
FISV

Crestwood Advisors Group’s Fiserv Inc FISV Stock Holding History

Crestwood Advisors 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 		$733K Sell
14,944
-32,651
-69% -$1.82M 0.01% 375
2026
Q1 		$2.66M Sell
47,595
-4,735
-9% -$293K 0.04% 203
2025
Q4 		$3.52M Sell
52,330
-592,265
-92% -$49.6M 0.06% 167
2025
Q3 		$83.1M Sell
644,595
-37,682
-6% -$5.4M 1.41% 14
2025
Q2 		$118M Buy
682,277
+26,832
+4% +$4.87M 2.11% 8
2025
Q1 		$145M Sell
655,445
-5,044
-0.8% -$1.1M 2.75% 4
2024
Q4 		$136M Sell
660,489
-323
-0% -$65.9K 2.54% 5
2024
Q3 		$119M Sell
660,812
-868
-0.1% -$143K 2.27% 5
2024
Q2 		$98.6M Buy
661,680
+13,440
+2% +$2.03M 2.04% 6
2024
Q1 		$104M Buy
648,240
+14,635
+2% +$2.13M 2.26% 5
2023
Q4 		$84.2M Buy
633,605
+6,733
+1% +$826K 1.96% 9
2023
Q3 		$70.8M Buy
626,872
+10,244
+2% +$1.26M 1.86% 12
2023
Q2 		$77.8M Sell
616,628
-46,656
-7% -$5.49M 2.45% 5
2023
Q1 		$75M Sell
663,284
-6,702
-1% -$737K 2.5% 4
2022
Q4 		$67.7M Sell
669,986
-3,433
-0.5% -$342K 2.31% 9
2022
Q3 		$63M Buy
673,419
+53,170
+9% +$5.42M 2.24% 8
2022
Q2 		$55.2M Buy
620,249
+21,578
+4% +$2.09M 1.86% 12
2022
Q1 		$60.7M Buy
598,671
+125,884
+27% +$12.7M 1.7% 16
2021
Q4 		$49.1M Buy
472,787
+240,724
+104% +$24.9M 1.27% 26
2021
Q3 		$25.2M Buy
232,063
+525
+0.2% +$58.7K 0.71% 52
2021
Q2 		$24.7M Sell
231,538
-640
-0.3% -$74.4K 0.72% 50
2021
Q1 		$27.6M Buy
232,178
+1,725
+0.7% +$198K 0.87% 45
2020
Q4 		$26.2M Sell
230,453
-5,639
-2% -$608K 0.86% 48
2020
Q3 		$24.3M Sell
236,092
-274
-0.1% -$27.3K 0.91% 41
2020
Q2 		$23.1M Buy
236,366
+1,393
+0.6% +$140K 0.92% 43
2020
Q1 		$22.3M Sell
234,973
-689
-0.3% -$76.5K 1.11% 36
2019
Q4 		$27.3M Buy
235,662
+799
+0.3% +$88.2K 1.08% 38
2019
Q3 		$24.3M Sell
234,863
-317
-0.1% -$32.4K 1.07% 38
2019
Q2 		$21.4M Buy
+235,180
New +$20.6M 0.97% 41
2017
Q2 		– Sell
-1,100
Closed -$65K – 252
2017
Q1 		$65K Buy
+1,100
New +$61.7K 0.01% 224

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
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
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Crestwood Advisors Group's FISV Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Fiserv Inc (FISV) stake by 69% in Q2 2026, selling an estimated $1.82M and leaving 14,944 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #375.

Crestwood Advisors Group first reported a position in FISV in Q1 2017 and has held it in 30 quarters since. The position peaked at $145M in Q1 2025. 776 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Crestwood Advisors Group held 14,944 shares of Fiserv Inc worth $733K as of Q2 2026.
  • Crestwood Advisors Group sold 32,651 Fiserv Inc shares in Q2 2026, an estimated $1.82M.
  • Fiserv Inc made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #375 holding.
  • Crestwood Advisors Group first reported a position in Fiserv Inc in Q1 2017 and has held it in 30 quarters since.
  • Crestwood Advisors Group's Fiserv Inc position peaked at $145M in Q1 2025.
  • 776 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.