Greenleaf Trust’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
Q2 | $305K | Sell |
6,216
-1,264
| -17% | -$70.6K | ﹤0.01% | 687 |
|
|
2026
Q1 | $417K | Buy |
7,480
+1,263
| +20% | +$78.1K | ﹤0.01% | 535 |
|
|
2025
Q4 | $418K | Sell |
6,217
-4,975
| -44% | -$416K | ﹤0.01% | 554 |
|
|
2025
Q3 | $1.44M | Buy |
11,192
+39
| +0.3% | +$5.59K | 0.01% | 253 |
|
|
2025
Q2 | $1.92M | Sell |
11,153
-3,557
| -24% | -$645K | 0.02% | 202 |
|
|
2025
Q1 | $3.25M | Buy |
14,710
+782
| +6% | +$171K | 0.03% | 136 |
|
|
2024
Q4 | $2.86M | Buy |
13,928
+1,863
| +15% | +$380K | 0.03% | 147 |
|
|
2024
Q3 | $2.17M | Sell |
12,065
-6
| -0% | -$990 | 0.02% | 184 |
|
|
2024
Q2 | $1.8M | Buy |
12,071
+21
| +0.2% | +$3.18K | 0.02% | 197 |
|
|
2024
Q1 | $1.93M | Sell |
12,050
-37
| -0.3% | -$5.39K | 0.02% | 187 |
|
|
2023
Q4 | $1.61M | Sell |
12,087
-1,091
| -8% | -$134K | 0.02% | 210 |
|
|
2023
Q3 | $1.49M | Buy |
13,178
+33
| +0.3% | +$4.06K | 0.02% | 204 |
|
|
2023
Q2 | $1.66M | Sell |
13,145
-2,582
| -16% | -$304K | 0.02% | 190 |
|
|
2023
Q1 | $1.78M | Buy |
15,727
+3,186
| +25% | +$350K | 0.02% | 178 |
|
|
2022
Q4 | $1.27M | Buy |
12,541
+858
| +7% | +$85.5K | 0.02% | 223 |
|
|
2022
Q3 | $1.09M | Buy |
11,683
+1,031
| +10% | +$105K | 0.02% | 225 |
|
|
2022
Q2 | $948K | Buy |
10,652
+153
| +1% | +$14.8K | 0.01% | 241 |
|
|
2022
Q1 | $1.06M | Sell |
10,499
-13
| -0.1% | -$1.32K | 0.01% | 237 |
|
|
2021
Q4 | $1.09M | Buy |
10,512
+528
| +5% | +$54.6K | 0.01% | 229 |
|
|
2021
Q3 | $1.08M | Sell |
9,984
-262
| -3% | -$29.3K | 0.01% | 216 |
|
|
2021
Q2 | $1.09M | Sell |
10,246
-1,017
| -9% | -$118K | 0.01% | 214 |
|
|
2021
Q1 | $1.34M | Sell |
11,263
-2,578
| -19% | -$296K | 0.02% | 163 |
|
|
2020
Q4 | $1.58M | Sell |
13,841
-1,406
| -9% | -$152K | 0.02% | 132 |
|
|
2020
Q3 | $1.57M | Buy |
15,247
+34
| +0.2% | +$3.39K | 0.02% | 120 |
|
|
2020
Q2 | $1.49M | Sell |
15,213
-742
| -5% | -$74.7K | 0.03% | 117 |
|
|
2020
Q1 | $1.52M | Sell |
15,955
-345
| -2% | -$38.3K | 0.03% | 102 |
|
|
2019
Q4 | $1.89M | Buy |
16,300
+1,142
| +8% | +$126K | 0.03% | 104 |
|
|
2019
Q3 | $1.57M | Buy |
15,158
+2,175
| +17% | +$222K | 0.02% | 116 |
|
|
2019
Q2 | $1.18M | Buy |
12,983
+6,671
| +106% | +$585K | 0.02% | 147 |
|
|
2019
Q1 | $557K | Sell |
6,312
-3,017
| -32% | -$249K | 0.01% | 245 |
|
|
2018
Q4 | $686K | Buy |
9,329
+3,687
| +65% | +$285K | 0.01% | 202 |
|
|
2018
Q3 | $465K | Buy |
5,642
+453
| +9% | +$35.6K | 0.01% | 294 |
|
|
2018
Q2 | $384K | Buy |
5,189
+3,789
| +271% | +$275K | 0.01% | 328 |
|
|
2018
Q1 | $100K | Sell |
1,400
-292
| -17% | -$20.5K | ﹤0.01% | 454 |
|
|
2017
Q4 | $111K | Buy |
1,692
+666
| +65% | +$43K | ﹤0.01% | 445 |
|
|
2017
Q3 | $66K | Buy |
+1,026
| New | +$63.7K | ﹤0.01% | 420 |
|
Other funds holding FISV
CB
Greenleaf Trust's FISV Position: Q2 2026 in Review
Greenleaf Trust reduced its Fiserv Inc (FISV) stake by 17% in Q2 2026, selling an estimated $70.6K and leaving 6,216 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #687.
Greenleaf Trust first reported a position in FISV in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.25M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- Greenleaf Trust held 6,216 shares of Fiserv Inc worth $305K as of Q2 2026.
- Greenleaf Trust sold 1,264 Fiserv Inc shares in Q2 2026, an estimated $70.6K.
- Fiserv Inc made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #687 holding.
- Greenleaf Trust first reported a position in Fiserv Inc in Q3 2017 and has held it in 36 quarters since.
- Greenleaf Trust's Fiserv Inc position peaked at $3.25M in Q1 2025.
- 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.