Mark Sheptoff Financial Planning’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $117K | Hold |
2,376
| – | – | 0.06% | 126 |
|
|
2026
Q1 | $136K | Hold |
2,376
| – | – | 0.07% | 119 |
|
|
2025
Q4 | $160K | Hold |
2,376
| – | – | 0.08% | 112 |
|
|
2025
Q3 | $306K | Sell |
2,376
-9
| -0.4% | -$1.29K | 0.15% | 80 |
|
|
2025
Q2 | $411K | Buy |
2,385
+9
| +0.4% | +$1.63K | 0.22% | 64 |
|
|
2025
Q1 | $525K | Hold |
2,376
| – | – | 0.29% | 56 |
|
|
2024
Q4 | $488K | Hold |
2,376
| – | – | 0.26% | 57 |
|
|
2024
Q3 | $427K | Hold |
2,376
| – | – | 0.23% | 58 |
|
|
2024
Q2 | $354K | Hold |
2,376
| – | – | 0.2% | 67 |
|
|
2024
Q1 | $380K | Hold |
2,376
| – | – | 0.21% | 66 |
|
|
2023
Q4 | $316K | Hold |
2,376
| – | – | 0.19% | 66 |
|
|
2023
Q3 | $268K | Hold |
2,376
| – | – | 0.17% | 70 |
|
|
2023
Q2 | $300K | Hold |
2,376
| – | – | 0.17% | 76 |
|
|
2023
Q1 | $269K | Hold |
2,376
| – | – | 0.16% | 82 |
|
|
2022
Q4 | $240K | Hold |
2,376
| – | – | 0.14% | 84 |
|
|
2022
Q3 | $222K | Hold |
2,376
| – | – | 0.14% | 83 |
|
|
2022
Q2 | $211K | Hold |
2,376
| – | – | 0.12% | 89 |
|
|
2022
Q1 | $241K | Hold |
2,376
| – | – | 0.12% | 95 |
|
|
2021
Q4 | $247K | Hold |
2,376
| – | – | 0.12% | 96 |
|
|
2021
Q3 | $258K | Hold |
2,376
| – | – | 0.14% | 88 |
|
|
2021
Q2 | $254K | Hold |
2,376
| – | – | 0.14% | 84 |
|
|
2021
Q1 | $283K | Hold |
2,376
| – | – | 0.16% | 80 |
|
|
2020
Q4 | $271K | Hold |
2,376
| – | – | 0.15% | 84 |
|
|
2020
Q3 | $245K | Hold |
2,376
| – | – | 0.15% | 80 |
|
|
2020
Q2 | $232K | Hold |
2,376
| – | – | 0.15% | 80 |
|
|
2020
Q1 | $226K | Hold |
2,376
| – | – | 0.17% | 74 |
|
|
2019
Q4 | $275K | Hold |
2,376
| – | – | 0.17% | 79 |
|
|
2019
Q3 | $246K | Hold |
2,376
| – | – | 0.17% | 86 |
|
|
2019
Q2 | $217K | Hold |
2,376
| – | – | 0.15% | 93 |
|
|
2019
Q1 | $210K | Hold |
2,376
| – | – | 0.15% | 93 |
|
|
2018
Q4 | $175K | Hold |
2,376
| – | – | 0.15% | 85 |
|
|
2018
Q3 | $196K | Hold |
2,376
| – | – | 0.13% | 102 |
|
|
2018
Q2 | $176K | Hold |
2,376
| – | – | 0.13% | 103 |
|
|
2018
Q1 | $169K | Hold |
2,376
| – | – | 0.12% | 109 |
|
|
2017
Q4 | $156K | Hold |
2,376
| – | – | 0.1% | 118 |
|
|
2017
Q3 | $153K | Hold |
2,376
| – | – | 0.1% | 123 |
|
|
2017
Q2 | $145K | Sell |
2,376
-2
| -0.1% | -$121 | 0.1% | 124 |
|
|
2017
Q1 | $137K | Buy |
2,378
+2
| +0.1% | +$112 | 0.1% | 126 |
|
|
2016
Q4 | $126K | Hold |
2,376
| – | – | 0.09% | 127 |
|
|
2016
Q3 | $118K | Hold |
2,376
| – | – | 0.09% | 123 |
|
|
2016
Q2 | $129K | Hold |
2,376
| – | – | 0.1% | 111 |
|
|
2016
Q1 | $122K | Hold |
2,376
| – | – | 0.1% | 114 |
|
|
2015
Q4 | $109K | Buy |
+2,376
| New | +$112K | 0.09% | 128 |
|
Other funds holding FISV
Mark Sheptoff Financial Planning's FISV Position: Q2 2026 in Review
Mark Sheptoff Financial Planning held its Fiserv Inc (FISV) position steady in Q2 2026 at 2,376 shares worth $117K. The position accounts for 0.06% of the portfolio, ranked #126.
Mark Sheptoff Financial Planning first reported a position in FISV in Q4 2015 and has held it in 43 quarters since. The position peaked at $525K in Q1 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- Mark Sheptoff Financial Planning held 2,376 shares of Fiserv Inc worth $117K as of Q2 2026.
- Mark Sheptoff Financial Planning left its Fiserv Inc share count unchanged in Q2 2026.
- Fiserv Inc made up 0.06% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #126 holding.
- Mark Sheptoff Financial Planning first reported a position in Fiserv Inc in Q4 2015 and has held it in 43 quarters since.
- Mark Sheptoff Financial Planning's Fiserv Inc position peaked at $525K in Q1 2025.
- 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.