LFG
FISV

Larson Financial Group’s Fiserv Inc FISV Stock Holding History

Larson 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 		$119K Sell
2,431
-495
-17% -$27.7K ﹤0.01% 1089
2026
Q1 		$163K Buy
2,926
+7
+0.2% +$433 0.01% 785
2025
Q4 		$196K Buy
2,919
+65
+2% +$5.44K 0.01% 701
2025
Q3 		$368K Buy
2,854
+1,089
+62% +$156K 0.01% 551
2025
Q2 		$304K Buy
1,765
+451
+34% +$81.8K 0.01% 563
2025
Q1 		$290K Buy
1,314
+251
+24% +$55K 0.01% 537
2024
Q4 		$218K Sell
1,063
-773
-42% -$158K 0.01% 552
2024
Q3 		$330K Buy
1,836
+274
+18% +$45.2K 0.02% 447
2024
Q2 		$233K Sell
1,562
-2,750
-64% -$416K 0.02% 419
2024
Q1 		$689K Buy
4,312
+186
+5% +$27.1K 0.05% 194
2023
Q4 		$548K Buy
4,126
+3,585
+663% +$440K 0.05% 205
2023
Q3 		$61.1K Sell
541
-349
-39% -$43K 0.01% 559
2023
Q2 		$112K Buy
890
+357
+67% +$42K 0.01% 408
2023
Q1 		$60.2K Hold
533
– – 0.01% 515
2022
Q4 		$53.9K Hold
533
– – 0.01% 507
2022
Q3 		$50K Hold
533
– – 0.01% 466
2022
Q2 		$47K Buy
533
+154
+41% +$14.9K 0.01% 383
2022
Q1 		$38K Hold
379
– – 0.01% 421
2021
Q4 		$39K Buy
+379
New +$39.2K 0.01% 421
2021
Q1 		– Sell
-86
Closed -$10K – 862
2020
Q4 		$10K Buy
86
+16
+23% +$1.72K ﹤0.01% 492
2020
Q3 		$7K Buy
70
+24
+52% +$2.39K ﹤0.01% 481
2020
Q2 		$4K Buy
46
+19
+70% +$1.91K ﹤0.01% 506
2020
Q1 		$3K Buy
+27
New +$3K ﹤0.01% 406

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
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Larson Financial Group reduced its Fiserv Inc (FISV) stake by 17% in Q2 2026, selling an estimated $27.7K and leaving 2,431 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Larson Financial Group first reported a position in FISV in Q1 2020 and has held it in 23 quarters since. The position peaked at $689K in Q1 2024. 1,150 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Larson Financial Group held 2,431 shares of Fiserv Inc worth $119K as of Q2 2026.
  • Larson Financial Group sold 495 Fiserv Inc shares in Q2 2026, an estimated $27.7K.
  • Fiserv Inc made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1089 holding.
  • Larson Financial Group first reported a position in Fiserv Inc in Q1 2020 and has held it in 23 quarters since.
  • Larson Financial Group's Fiserv Inc position peaked at $689K in Q1 2024.
  • 1,150 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.