HPBT
FISV

Hickory Point Bank & Trust’s Fiserv Inc FISV Stock Holding History

Hickory Point Bank & Trust’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
Q3 		$19.7K Hold
436
– – 0.01% 314
2026
Q2 		$21.4K Sell
436
-50
-10% -$2.79K 0.01% 298
2026
Q1 		$27.1K Buy
+486
New +$30.1K 0.02% 275
2025
Q4 		– Sell
-1,998
Closed -$258K – 131
2025
Q3 		$258K Buy
1,998
+40
+2% +$5.73K 0.19% 107
2025
Q2 		$338K Sell
1,958
-14
-0.7% -$2.54K 0.27% 87
2025
Q1 		$435K Buy
1,972
+35
+2% +$7.66K 0.38% 59
2024
Q4 		$398K Buy
+1,937
New +$395K 0.35% 68

Other funds holding FISV

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Hickory Point Bank & Trust's FISV Position: Q3 2026 in Review

Hickory Point Bank & Trust held its Fiserv Inc (FISV) position steady in Q3 2026 at 436 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #314.

Hickory Point Bank & Trust first reported a position in FISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $435K in Q1 2025. 48 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • Hickory Point Bank & Trust held 436 shares of Fiserv Inc worth $19.7K as of Q3 2026.
  • Hickory Point Bank & Trust left its Fiserv Inc share count unchanged in Q3 2026.
  • Fiserv Inc made up 0.01% of Hickory Point Bank & Trust's portfolio in Q3 2026, its #314 holding.
  • Hickory Point Bank & Trust first reported a position in Fiserv Inc in Q4 2024 and has held it in 7 quarters since.
  • Hickory Point Bank & Trust's Fiserv Inc position peaked at $435K in Q1 2025.
  • 48 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.