MFGM
FISV

Marshall Financial Group (Maryland)’s Fiserv Inc FISV Stock Holding History

Marshall Financial Group (Maryland)’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
2022
Q2 		– Sell
-2,724
Closed -$276K – 196
2022
Q1 		$276K Hold
2,724
– – 0.11% 177
2021
Q4 		$283K Buy
+2,724
New +$282K 0.1% 184

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Marshall Financial Group (Maryland)'s FISV Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of Fiserv Inc (FISV) in Q2 2022, closing a stake of 2,724 shares — an estimated $276K sold.

Marshall Financial Group (Maryland) first reported a position in FISV in Q4 2021 and held it in 2 quarters. The position peaked at $283K in Q4 2021. 1,328 funds tracked by Wall St. Rank hold FISV as of Q2 2022.

  • Marshall Financial Group (Maryland) reported no remaining Fiserv Inc position as of Q2 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 2,724 Fiserv Inc shares in Q2 2022, an estimated $276K.
  • Marshall Financial Group (Maryland) first reported a position in Fiserv Inc in Q4 2021 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Fiserv Inc position peaked at $283K in Q4 2021.
  • 1,328 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.