DHJJ Financial Advisors’s Fiserv Inc FISV Stock Holding History

DHJJ Financial Advisors’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	$61.1K	Hold	1,245	–	–	0.02%	385
2026 Q1	$69.5K	Hold	1,245	–	–	0.02%	346
2025 Q4	$83.6K	Sell	1,245 -11	-0.9%	-$921	0.03%	299
2025 Q3	$162K	Sell	1,256 -6	-0.5%	-$860	0.05%	202
2025 Q2	$218K	Sell	1,262 -3	-0.2%	-$544	0.08%	164
2025 Q1	$279K	Sell	1,265 -101	-7%	-$22.1K	0.11%	130
2024 Q4	$281K	Hold	1,366	–	–	0.11%	129
2024 Q3	$245K	Sell	1,366 -3	-0.2%	-$495	0.1%	140
2024 Q2	$204K	Sell	1,369 -5	-0.4%	-$757	0.09%	145
2024 Q1	$220K	Sell	1,374 -5	-0.4%	-$728	0.1%	134
2023 Q4	$183K	Sell	1,379 -10	-0.7%	-$1.23K	0.09%	142
2023 Q3	$157K	Buy	+1,389	New	+$171K	0.08%	146

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

DHJJ Financial Advisors's FISV Position: Q2 2026 in Review

DHJJ Financial Advisors held its Fiserv Inc (FISV) position steady in Q2 2026 at 1,245 shares worth $61.1K. The position accounts for 0.02% of the portfolio, ranked #385.

DHJJ Financial Advisors first reported a position in FISV in Q3 2023 and has held it in 12 quarters since. The position peaked at $281K in Q4 2024. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

DHJJ Financial Advisors held 1,245 shares of Fiserv Inc worth $61.1K as of Q2 2026.
DHJJ Financial Advisors left its Fiserv Inc share count unchanged in Q2 2026.
Fiserv Inc made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #385 holding.
DHJJ Financial Advisors first reported a position in Fiserv Inc in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Fiserv Inc position peaked at $281K in Q4 2024.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.