Journey Advisory Group’s Fiserv Inc FISV Stock Holding History

Journey 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	-4,576	Closed	-$255K	–	284
2026 Q1	$255K	Hold	4,576	–	–	0.02%	226
2025 Q4	$307K	Hold	4,576	–	–	0.03%	224
2025 Q3	$590K	Hold	4,576	–	–	0.04%	180
2025 Q2	$789K	Sell	4,576 -118	-3%	-$21.4K	0.06%	176
2025 Q1	$1.04M	Buy	+4,694	New	+$1.03M	0.08%	149

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

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

Journey Advisory Group sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 4,576 shares — an estimated $255K sold.

Journey Advisory Group first reported a position in FISV in Q1 2025 and held it in 5 quarters. The position peaked at $1.04M in Q1 2025. 827 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Journey Advisory Group reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
Journey Advisory Group sold 4,576 Fiserv Inc shares in Q2 2026, an estimated $255K.
Journey Advisory Group first reported a position in Fiserv Inc in Q1 2025 and held it in 5 quarters.
Journey Advisory Group's Fiserv Inc position peaked at $1.04M in Q1 2025.
827 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.