FPIS
FISV

Financial Planning & Information Services’s Fiserv Inc FISV Stock Holding History

Financial Planning & Information Services’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
2024
Q3 		$637K Hold
3,548
– – 0.09% 55
2024
Q2 		$529K Hold
3,548
– – 0.08% 56
2024
Q1 		$567K Hold
3,548
– – 0.09% 56
2023
Q4 		$471K Hold
3,548
– – 0.07% 62
2023
Q3 		$401K Hold
3,548
– – 0.07% 65
2023
Q2 		$448K Hold
3,548
– – 0.08% 61
2023
Q1 		$401K Sell
3,548
-89
-2% -$9.79K 0.08% 64
2022
Q4 		$368K Hold
3,637
– – 0.08% 64
2022
Q3 		$340K Hold
3,637
– – 0.08% 60
2022
Q2 		$324K Sell
3,637
-113
-3% -$11K 0.08% 63
2022
Q1 		$380K Buy
+3,750
New +$380K 0.08% 61

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Planning & Information Services's FISV Position: Q3 2024 in Review

Financial Planning & Information Services held its Fiserv Inc (FISV) position steady in Q3 2024 at 3,548 shares worth $637K. The position accounts for 0.09% of the portfolio, ranked #55.

Financial Planning & Information Services first reported a position in FISV in Q1 2022 and has held it in 11 quarters since. 1,721 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • Financial Planning & Information Services held 3,548 shares of Fiserv Inc worth $637K as of Q3 2024.
  • Financial Planning & Information Services left its Fiserv Inc share count unchanged in Q3 2024.
  • Fiserv Inc made up 0.09% of Financial Planning & Information Services's portfolio in Q3 2024, its #55 holding.
  • Financial Planning & Information Services first reported a position in Fiserv Inc in Q1 2022 and has held it in 11 quarters since.
  • 1,721 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.