CX Institutional’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
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

CX Institutional's FISV Position: Q2 2026 in Review

CX Institutional increased its Fiserv Inc (FISV) stake by 119% in Q2 2026, buying an estimated $145K and bringing the position to 4,779 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #711.

CX Institutional first reported a position in FISV in Q1 2019 and has held it in 27 quarters since. The position peaked at $13.2M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • CX Institutional held 4,779 shares of Fiserv Inc worth $234K as of Q2 2026.
  • CX Institutional bought 2,593 Fiserv Inc shares in Q2 2026, an estimated $145K.
  • Fiserv Inc made up 0.01% of CX Institutional's portfolio in Q2 2026, its #711 holding.
  • CX Institutional first reported a position in Fiserv Inc in Q1 2019 and has held it in 27 quarters since.
  • CX Institutional's Fiserv Inc position peaked at $13.2M in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.