Estate Planners Group’s Fiserv Inc FISV Stock Holding History

Estate Planners 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 Q1	–	Sell	-42	Closed	-$2.82K	–	182
2025 Q4	$2.82K	Buy	+42	New	+$3.52K	﹤0.01%	384

Other funds holding FISV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Estate Planners Group's FISV Position: Q1 2026 in Review

Estate Planners Group sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 42 shares — an estimated $2.82K sold.

Estate Planners Group first reported a position in FISV in Q4 2025 and held it in 1 quarter. The position peaked at $2.82K in Q4 2025. 1,254 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Estate Planners Group reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 42 Fiserv Inc shares in Q1 2026, an estimated $2.82K.
Estate Planners Group first reported a position in Fiserv Inc in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Fiserv Inc position peaked at $2.82K in Q4 2025.
1,254 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.