BFC Planning, Inc.’s Fiserv Inc FISV Stock Holding History

BFC Planning, Inc.’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	$101K	Buy	2,069 +462	+29%	+$25.8K	﹤0.01%	1233
2026 Q1	$89.7K	Sell	1,607 -13	-0.8%	-$804	﹤0.01%	1148
2025 Q4	$109K	Buy	1,620 +609	+60%	+$51K	﹤0.01%	1081
2025 Q3	$130K	Sell	1,011 -380	-27%	-$54.5K	0.01%	824
2025 Q2	$240K	Sell	1,391 -189	-12%	-$34.3K	0.02%	571
2025 Q1	$349K	Buy	1,580 +329	+26%	+$72K	0.03%	425
2024 Q4	$257K	Buy	+1,251	New	+$255K	0.02%	517

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

BFC Planning, Inc.'s FISV Position: Q2 2026 in Review

BFC Planning, Inc. increased its Fiserv Inc (FISV) stake by 29% in Q2 2026, buying an estimated $25.8K and bringing the position to 2,069 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

BFC Planning, Inc. first reported a position in FISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $349K in Q1 2025. 1,158 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

BFC Planning, Inc. held 2,069 shares of Fiserv Inc worth $101K as of Q2 2026.
BFC Planning, Inc. bought 462 Fiserv Inc shares in Q2 2026, an estimated $25.8K.
Fiserv Inc made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1233 holding.
BFC Planning, Inc. first reported a position in Fiserv Inc in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Fiserv Inc position peaked at $349K in Q1 2025.
1,158 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.