IFG
FISV

Independent Financial Group’s Fiserv Inc FISV Stock Holding History

Independent Financial 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 		$202K Sell
4,125
-496
-11% -$27.7K ﹤0.01% 1478
2026
Q1 		$258K Buy
4,621
+310
+7% +$19.2K 0.01% 1235
2025
Q4 		$290K Buy
+4,311
New +$361K 0.01% 1169
2025
Q3 		– Sell
-2,054
Closed -$354K – 1385
2025
Q2 		$354K Buy
2,054
+963
+88% +$175K 0.01% 943
2025
Q1 		$241K Sell
1,091
-159
-13% -$34.8K 0.01% 1027
2024
Q4 		$257K Buy
1,250
+78
+7% +$15.9K 0.01% 963
2024
Q3 		$211K Buy
+1,172
New +$193K 0.01% 1053
2023
Q4 		– Sell
-2,574
Closed -$291K – 974
2023
Q3 		$291K Buy
2,574
+23
+0.9% +$2.83K 0.02% 672
2023
Q2 		$322K Hold
2,551
– – 0.02% 619
2023
Q1 		$288K Buy
2,551
+6
+0.2% +$660 0.02% 621
2022
Q4 		$257K Sell
2,545
-600
-19% -$59.8K 0.02% 613
2022
Q3 		$294K Sell
3,145
-1,410
-31% -$144K 0.03% 545
2022
Q2 		$405K Sell
4,555
-993
-18% -$96.3K 0.04% 430
2022
Q1 		$563K Buy
5,548
+3,375
+155% +$342K 0.05% 396
2021
Q4 		$226K Buy
2,173
+25
+1% +$2.58K 0.02% 688
2021
Q3 		$233K Buy
2,148
+110
+5% +$12.3K 0.02% 622
2021
Q2 		$218K Buy
+2,038
New +$237K 0.02% 639

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Independent Financial Group's FISV Position: Q2 2026 in Review

Independent Financial Group reduced its Fiserv Inc (FISV) stake by 11% in Q2 2026, selling an estimated $27.7K and leaving 4,125 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Independent Financial Group first reported a position in FISV in Q2 2021 and has held it in 17 quarters since. The position peaked at $563K in Q1 2022. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Independent Financial Group held 4,125 shares of Fiserv Inc worth $202K as of Q2 2026.
  • Independent Financial Group sold 496 Fiserv Inc shares in Q2 2026, an estimated $27.7K.
  • Fiserv Inc made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1478 holding.
  • Independent Financial Group first reported a position in Fiserv Inc in Q2 2021 and has held it in 17 quarters since.
  • Independent Financial Group's Fiserv Inc position peaked at $563K in Q1 2022.
  • 1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.