CI
FISV

CX Institutional’s Fiserv Inc FISV Stock Holding History

CX Institutional’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
Q3 		$170K Sell
3,765
-1,014
-21% -$51.9K ﹤0.01% 773
2026
Q2 		$234K Buy
4,779
+2,593
+119% +$145K 0.01% 711
2026
Q1 		$122K Sell
2,186
-88,553
-98% -$5.48M ﹤0.01% 821
2025
Q4 		$6.09M Buy
90,739
+31,567
+53% +$2.64M 0.18% 135
2025
Q3 		$7.63M Buy
59,172
+13,075
+28% +$1.87M 0.23% 106
2025
Q2 		$7.95M Sell
46,097
-13,641
-23% -$2.47M 0.28% 72
2025
Q1 		$13.2M Buy
59,738
+10,340
+21% +$2.26M 0.5% 50
2024
Q4 		$10.1M Sell
49,398
-7,042
-12% -$1.44M 0.4% 57
2024
Q3 		$10.1M Buy
56,440
+7,943
+16% +$1.31M 0.45% 63
2024
Q2 		$7.23M Buy
48,497
+42
+0.1% +$6.36K 0.34% 74
2024
Q1 		$7.74M Buy
48,455
+44,557
+1,143% +$6.49M 0.37% 67
2023
Q4 		$518K Sell
3,898
-94
-2% -$11.5K 0.03% 324
2023
Q3 		$451K Sell
3,992
-50
-1% -$6.16K 0.02% 343
2023
Q2 		$510K Buy
4,042
+509
+14% +$59.9K 0.03% 345
2023
Q1 		$399K Buy
3,533
+368
+12% +$40.5K 0.02% 369
2022
Q4 		$320K Buy
+3,165
New +$315K 0.02% 422
2022
Q3 		– Sell
-1,496
Closed -$133K – 703
2022
Q2 		$133K Buy
+1,496
New +$145K 0.01% 500
2021
Q4 		– Sell
-1,397
Closed -$152K – 540
2021
Q3 		$152K Buy
1,397
+326
+30% +$36.4K 0.01% 383
2021
Q2 		$114K Buy
1,071
+43
+4% +$5K 0.01% 420
2021
Q1 		$122K Buy
1,028
+224
+28% +$25.7K 0.01% 355
2020
Q4 		$92K Buy
804
+427
+113% +$46K 0.01% 372
2020
Q3 		$39K Buy
377
+119
+46% +$11.9K ﹤0.01% 427
2020
Q2 		$25K Buy
258
+132
+105% +$13.3K ﹤0.01% 405
2020
Q1 		$12K Buy
126
+10
+9% +$1.11K ﹤0.01% 430
2019
Q4 		$13K Hold
116
– – ﹤0.01% 400
2019
Q3 		$12K Buy
116
+9
+8% +$919 ﹤0.01% 435
2019
Q2 		$10K Buy
107
+16
+18% +$1.4K ﹤0.01% 489
2019
Q1 		$8K Buy
+91
New +$7.51K ﹤0.01% 480

Other funds holding FISV

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

CX Institutional's FISV Position: Q3 2026 in Review

CX Institutional reduced its Fiserv Inc (FISV) stake by 21% in Q3 2026, selling an estimated $51.9K and leaving 3,765 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

CX Institutional first reported a position in FISV in Q1 2019 and has held it in 28 quarters since. The position peaked at $13.2M in Q1 2025. 48 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • CX Institutional held 3,765 shares of Fiserv Inc worth $170K as of Q3 2026.
  • CX Institutional sold 1,014 Fiserv Inc shares in Q3 2026, an estimated $51.9K.
  • Fiserv Inc made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #773 holding.
  • CX Institutional first reported a position in Fiserv Inc in Q1 2019 and has held it in 28 quarters since.
  • CX Institutional's Fiserv Inc position peaked at $13.2M in Q1 2025.
  • 48 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.