FC
FISV

Financial Consulate’s Fiserv Inc FISV Stock Holding History

Financial Consulate’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 		$491 Buy
+10
New +$559 ﹤0.01% 1342
2026
Q1 		– Sell
-26
Closed -$1.75K – 1431
2025
Q4 		$1.75K Buy
26
+10
+63% +$837 ﹤0.01% 914
2025
Q3 		$2.06K Buy
+16
New +$2.29K ﹤0.01% 774

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
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
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Consulate's FISV Position: Q2 2026 in Review

Financial Consulate opened a new position in Fiserv Inc (FISV) in Q2 2026: 10 shares worth $491. The stake represents ﹤0.01% of the portfolio and ranks #1342 among its holdings. This is a return to the name: Financial Consulate previously reported a position in FISV as recently as Q4 2025.

Financial Consulate first reported a position in FISV in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.06K in Q3 2025. 747 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Financial Consulate held 10 shares of Fiserv Inc worth $491 as of Q2 2026.
  • Fiserv Inc was a new Financial Consulate position in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1342 holding.
  • Financial Consulate first reported a position in Fiserv Inc in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Fiserv Inc position peaked at $2.06K in Q3 2025.
  • 747 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.