Decker Retirement Planning
FISV icon

Decker Retirement Planning’s Fiserv Inc FISV Stock Holding History

Decker Retirement 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
Q3 		– Sell
-318
Closed -$15.6K – 409
2026
Q2 		$15.6K Buy
+318
New +$17.8K 0.01% 187
2025
Q1 		– Sell
-62
Closed -$12.7K – 349
2024
Q4 		$12.7K Buy
+62
New +$12.7K 0.01% 235

Other funds holding FISV

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Pittenger & Anderson Inc
Pittenger & Anderson Inc Lincoin, Nebraska $2.78B AUM 11.69% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Decker Retirement Planning's FISV Position: Q3 2026 in Review

Decker Retirement Planning sold out of Fiserv Inc (FISV) in Q3 2026, closing a stake of 318 shares — an estimated $15.6K sold.

Decker Retirement Planning first reported a position in FISV in Q4 2024 and held it in 2 quarters. The position peaked at $15.6K in Q2 2026. 502 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • Decker Retirement Planning reported no remaining Fiserv Inc position as of Q3 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 318 Fiserv Inc shares in Q3 2026, an estimated $15.6K.
  • Decker Retirement Planning first reported a position in Fiserv Inc in Q4 2024 and held it in 2 quarters.
  • Decker Retirement Planning's Fiserv Inc position peaked at $15.6K in Q2 2026.
  • 502 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.