Goodman Advisory Group’s Fiserv Inc FISV Stock Holding History

Goodman Advisory Group’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	–	Sell	-395	Closed	-$22K	–	93
2026 Q1	$22K	Hold	395	–	–	0.01%	132
2025 Q4	$26.5K	Hold	395	–	–	0.01%	121
2025 Q3	$50.9K	Hold	395	–	–	0.01%	105
2025 Q2	$68.1K	Hold	395	–	–	0.02%	86
2025 Q1	$87.2K	Buy	+395	New	+$86.5K	0.03%	95
2024 Q4	–	Sell	-395	Closed	-$71K	–	91
2024 Q3	$71K	Hold	395	–	–	0.02%	108
2024 Q2	$58.9K	Hold	395	–	–	0.02%	108
2024 Q1	$63.1K	Hold	395	–	–	0.02%	97
2023 Q4	$52.5K	Hold	395	–	–	0.02%	94
2023 Q3	$44.6K	Hold	395	–	–	0.02%	96
2023 Q2	$49.8K	Hold	395	–	–	0.02%	85
2023 Q1	$44.6K	Hold	395	–	–	0.02%	80
2022 Q4	$40K	Hold	395	–	–	0.02%	81
2022 Q3	$37K	Hold	395	–	–	0.02%	82
2022 Q2	$35K	Buy	+395	New	+$38.3K	0.02%	86

Other funds holding FISV

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Goodman Advisory Group's FISV Position: Q2 2026 in Review

Goodman Advisory Group sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 395 shares — an estimated $22K sold.

Goodman Advisory Group first reported a position in FISV in Q2 2022 and held it in 15 quarters. The position peaked at $87.2K in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Goodman Advisory Group reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
Goodman Advisory Group sold 395 Fiserv Inc shares in Q2 2026, an estimated $22K.
Goodman Advisory Group first reported a position in Fiserv Inc in Q2 2022 and held it in 15 quarters.
Goodman Advisory Group's Fiserv Inc position peaked at $87.2K in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.