Cypress Advisory Group’s Fiserv Inc FISV Stock Holding History

Cypress Advisory 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	$268K	Buy	5,454 +504	+10%	+$28.2K	0.21%	77
2026 Q1	$276K	Sell	4,950 -4,025	-45%	-$249K	0.21%	72
2025 Q4	$603K	Sell	8,975 -6,227	-41%	-$521K	0.44%	57
2025 Q3	$1.96M	Buy	15,202 +1,652	+12%	+$237K	1.45%	20
2025 Q2	$2.34M	Buy	13,550 +2,765	+26%	+$501K	1.81%	14
2025 Q1	$2.38M	Hold	10,785	–	–	2.17%	11
2024 Q4	$2.22M	Buy	+10,785	New	+$2.2M	2.04%	14

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Cypress Advisory Group's FISV Position: Q2 2026 in Review

Cypress Advisory Group increased its Fiserv Inc (FISV) stake by 10% in Q2 2026, buying an estimated $28.2K and bringing the position to 5,454 shares worth $268K. The position accounts for 0.21% of the portfolio, ranked #77.

Cypress Advisory Group first reported a position in FISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.38M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Cypress Advisory Group held 5,454 shares of Fiserv Inc worth $268K as of Q2 2026.
Cypress Advisory Group bought 504 Fiserv Inc shares in Q2 2026, an estimated $28.2K.
Fiserv Inc made up 0.21% of Cypress Advisory Group's portfolio in Q2 2026, its #77 holding.
Cypress Advisory Group first reported a position in Fiserv Inc in Q4 2024 and has held it in 7 quarters since.
Cypress Advisory Group's Fiserv Inc position peaked at $2.38M in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.