EFH
FISV

Eaton Financial Holdings’s Fiserv Inc FISV Stock Holding History

Eaton Financial Holdings’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 		$261K Buy
5,331
+1,456
+38% +$81.4K 0.07% 120
2026
Q1 		$216K Sell
3,875
-402
-9% -$24.9K 0.07% 120
2025
Q4 		$287K Buy
+4,277
New +$358K 0.08% 120

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Eaton Financial Holdings's FISV Position: Q2 2026 in Review

Eaton Financial Holdings increased its Fiserv Inc (FISV) stake by 38% in Q2 2026, buying an estimated $81.4K and bringing the position to 5,331 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #120.

Eaton Financial Holdings first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $287K in Q4 2025. 811 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Eaton Financial Holdings held 5,331 shares of Fiserv Inc worth $261K as of Q2 2026.
  • Eaton Financial Holdings bought 1,456 Fiserv Inc shares in Q2 2026, an estimated $81.4K.
  • Fiserv Inc made up 0.07% of Eaton Financial Holdings's portfolio in Q2 2026, its #120 holding.
  • Eaton Financial Holdings first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • Eaton Financial Holdings's Fiserv Inc position peaked at $287K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.