Graybill Wealth Management’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.48M | Buy |
62,438
+26,014
| +71% | +$1.61M | 1.06% | 44 |
|
|
2025
Q4 | $2.45M | Buy |
36,424
+15
| +0% | +$1.26K | 0.72% | 45 |
|
|
2025
Q3 | $4.69M | Buy |
36,409
+1,649
| +5% | +$236K | 1.44% | 33 |
|
|
2025
Q2 | $5.99M | Buy |
34,760
+1,632
| +5% | +$296K | 1.96% | 24 |
|
|
2025
Q1 | $7.32M | Buy |
+33,128
| New | +$7.25M | 2.51% | 11 |
|
|
2024
Q3 | $6.91M | Sell |
38,441
-652
| -2% | -$108K | 2.56% | 15 |
|
|
2024
Q2 | $5.83M | Buy |
39,093
+1,256
| +3% | +$190K | 2.36% | 14 |
|
|
2024
Q1 | $6.05M | Buy |
37,837
+20
| +0.1% | +$2.91K | 2.55% | 13 |
|
|
2023
Q4 | $5.02M | Sell |
37,817
-560
| -1% | -$68.7K | 2.22% | 20 |
|
|
2023
Q3 | $4.34M | Buy |
38,377
+455
| +1% | +$56K | 2.12% | 21 |
|
|
2023
Q2 | $4.78M | Sell |
37,922
-127
| -0.3% | -$15K | 2.27% | 19 |
|
|
2023
Q1 | $4.3M | Sell |
38,049
-314
| -0.8% | -$34.5K | 2.19% | 19 |
|
|
2022
Q4 | $3.88M | Buy |
38,363
+659
| +2% | +$65.6K | 2.1% | 22 |
|
|
2022
Q3 | $3.53M | Buy |
37,704
+690
| +2% | +$70.3K | 2.1% | 20 |
|
|
2022
Q2 | $3.29M | Sell |
37,014
-619
| -2% | -$60K | 1.82% | 28 |
|
|
2022
Q1 | $3.82M | Buy |
37,633
+7,253
| +24% | +$734K | 1.86% | 30 |
|
|
2021
Q4 | $3.15M | Buy |
30,380
+81
| +0.3% | +$8.38K | 1.43% | 38 |
|
|
2021
Q3 | $3.29M | Buy |
+30,299
| New | +$3.39M | 1.62% | 34 |
|
|
2017
Q1 | – | Sell |
-35,986
| Closed | -$1.91M | – | 46 |
|
|
2016
Q4 | $1.91M | Buy |
35,986
+830
| +2% | +$42.6K | 1.63% | 37 |
|
|
2016
Q3 | $1.75M | Sell |
35,156
-16,370
| -32% | -$859K | 1.62% | 38 |
|
|
2016
Q2 | $2.8M | Sell |
51,526
-1,180
| -2% | -$60.7K | 2.59% | 15 |
|
|
2016
Q1 | $2.7M | Sell |
52,706
-30
| -0.1% | -$1.42K | 2.44% | 20 |
|
|
2015
Q4 | $2.41M | Sell |
52,736
-1,960
| -4% | -$92K | 2.08% | 29 |
|
|
2015
Q3 | $2.37M | Sell |
54,696
-23,382
| -30% | -$1.01M | 1.94% | 29 |
|
|
2015
Q2 | $3.23M | Sell |
78,078
-2,910
| -4% | -$117K | 2.39% | 13 |
|
|
2015
Q1 | $3.21M | Sell |
80,988
-950
| -1% | -$36.2K | 2.41% | 13 |
|
|
2014
Q4 | $2.91M | Sell |
81,938
-80
| -0.1% | -$2.74K | 2.21% | 17 |
|
|
2014
Q3 | $2.65M | Sell |
82,018
-992
| -1% | -$31.4K | 2.03% | 27 |
|
|
2014
Q2 | $2.5M | Buy |
83,010
+260
| +0.3% | +$7.71K | 1.94% | 31 |
|
|
2014
Q1 | $2.35M | Buy |
82,750
+750
| +0.9% | +$21.5K | 1.93% | 29 |
|
|
2013
Q4 | $2.42M | Sell |
82,000
-812
| -1% | -$21.9K | 2.12% | 25 |
|
|
2013
Q3 | $2.09M | Sell |
82,812
-3,028
| -4% | -$73.2K | 1.79% | 29 |
|
|
2013
Q2 | $1.88M | Buy |
+85,840
| New | +$1.88M | 1.68% | 35 |
|
Other funds holding FISV
VCM
VPM
Graybill Wealth Management's FISV Position: Q1 2026 in Review
Graybill Wealth Management increased its Fiserv Inc (FISV) stake by 71% in Q1 2026, buying an estimated $1.61M and bringing the position to 62,438 shares worth $3.48M. The position accounts for 1.06% of the portfolio, ranked #44.
Graybill Wealth Management first reported a position in FISV in Q2 2013 and has held it in 33 quarters since. The position peaked at $7.32M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.
- Graybill Wealth Management held 62,438 shares of Fiserv Inc worth $3.48M as of Q1 2026.
- Graybill Wealth Management bought 26,014 Fiserv Inc shares in Q1 2026, an estimated $1.61M.
- Fiserv Inc made up 1.06% of Graybill Wealth Management's portfolio in Q1 2026, its #44 holding.
- Graybill Wealth Management first reported a position in Fiserv Inc in Q2 2013 and has held it in 33 quarters since.
- Graybill Wealth Management's Fiserv Inc position peaked at $7.32M in Q1 2025.
- 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.
Based on Graybill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.