GA
FISV

GoalVest Advisory’s Fiserv Inc FISV Stock Holding History

GoalVest Advisory’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 		$1.37K Buy
+28
New +$1.56K ﹤0.01% 474
2025
Q2 		– Sell
-5
Closed -$1.1K – 421
2025
Q1 		$1.1K Buy
+5
New +$1.09K ﹤0.01% 331
2024
Q4 		– Sell
-79
Closed -$14.2K – 401
2024
Q3 		$14.2K Buy
+79
New +$13K ﹤0.01% 294

Other funds holding FISV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

GoalVest Advisory's FISV Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Fiserv Inc (FISV) in Q2 2026: 28 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in FISV as recently as Q1 2025.

GoalVest Advisory first reported a position in FISV in Q3 2024 and has held it in 3 quarters since. The position peaked at $14.2K in Q3 2024. 163 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • GoalVest Advisory held 28 shares of Fiserv Inc worth $1.37K as of Q2 2026.
  • Fiserv Inc was a new GoalVest Advisory position in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #474 holding.
  • GoalVest Advisory first reported a position in Fiserv Inc in Q3 2024 and has held it in 3 quarters since.
  • GoalVest Advisory's Fiserv Inc position peaked at $14.2K in Q3 2024.
  • 163 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.