Financial Perspectives’s Fiserv Inc FISV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27K Hold
550
0.01% 419
2026
Q1
$30.7K Hold
550
0.01% 384
2025
Q4
$36.9K Hold
550
0.01% 349
2025
Q3
$70.9K Hold
550
0.02% 271
2025
Q2
$94.8K Hold
550
0.03% 228
2025
Q1
$121K Hold
550
0.04% 194
2024
Q4
$113K Buy
+550
New +$112K 0.04% 199

Other funds holding FISV

Financial Perspectives's FISV Position: Q2 2026 in Review

Financial Perspectives held its Fiserv Inc (FISV) position steady in Q2 2026 at 550 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #419.

Financial Perspectives first reported a position in FISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $121K in Q1 2025. 788 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Financial Perspectives held 550 shares of Fiserv Inc worth $27K as of Q2 2026.
  • Financial Perspectives left its Fiserv Inc share count unchanged in Q2 2026.
  • Fiserv Inc made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #419 holding.
  • Financial Perspectives first reported a position in Fiserv Inc in Q4 2024 and has held it in 7 quarters since.
  • Financial Perspectives's Fiserv Inc position peaked at $121K in Q1 2025.
  • 788 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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