TGY2IT
FISV

Timothy G. Youngquist 2020 Irrevocable Trust’s Fiserv Inc FISV Stock Holding History

Timothy G. Youngquist 2020 Irrevocable 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
Q2 		– Sell
-190
Closed -$10.6K – 258
2026
Q1 		$10.6K Buy
+190
New +$11.8K ﹤0.01% 384

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's FISV Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 190 shares — an estimated $10.6K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in FISV in Q1 2026 and held it in 1 quarter. The position peaked at $10.6K in Q1 2026. 624 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 190 Fiserv Inc shares in Q2 2026, an estimated $10.6K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Fiserv Inc in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Fiserv Inc position peaked at $10.6K in Q1 2026.
  • 624 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.