First Personal Financial Services’s Fiserv Inc FISV Stock Holding History

First Personal Financial 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	$180	Buy	+1	New	+$165	﹤0.01%	479
2020 Q1	–	Sell	-20	Closed	-$2K	–	381
2019 Q4	$2K	Sell	20 -1,541	-99%	-$170K	﹤0.01%	365
2019 Q3	$162K	Buy	1,561 +1,128	+261%	+$115K	0.05%	141
2019 Q2	$39K	Buy	433 +20	+5%	+$1.75K	0.01%	312
2019 Q1	$36K	Buy	413 +99	+32%	+$8.17K	0.01%	322
2018 Q4	$23K	Hold	314	–	–	0.01%	360
2018 Q3	$26K	Hold	314	–	–	0.01%	374
2018 Q2	$23K	Hold	314	–	–	0.01%	377
2018 Q1	$22K	Hold	314	–	–	﹤0.01%	612
2017 Q4	$21K	Buy	+314	New	+$20.3K	﹤0.01%	634
2015 Q2	–	Sell	-36	Closed	-$2K	–	491
2015 Q1	$2K	Hold	36	–	–	﹤0.01%	432
2014 Q4	$1K	Buy	+36	New	+$1.23K	﹤0.01%	410

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Personal Financial Services's FISV Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Fiserv Inc (FISV) in Q3 2024: 1 share worth $180. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in FISV as recently as Q4 2019.

First Personal Financial Services first reported a position in FISV in Q4 2014 and has held it in 12 quarters since. The position peaked at $162K in Q3 2019. 1,721 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

First Personal Financial Services held 1 share of Fiserv Inc worth $180 as of Q3 2024.
Fiserv Inc was a new First Personal Financial Services position in Q3 2024.
Fiserv Inc made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #479 holding.
First Personal Financial Services first reported a position in Fiserv Inc in Q4 2014 and has held it in 12 quarters since.
First Personal Financial Services's Fiserv Inc position peaked at $162K in Q3 2019.
1,721 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.