Michels Family Financial’s Fiserv Inc FISV Stock Holding History

Michels Family Financial’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	-4,440	Closed	-$248K	–	150
2026 Q1	$248K	Sell	4,440 -181	-4%	-$11.2K	0.18%	123
2025 Q4	$310K	Buy	4,621 +1,299	+39%	+$109K	0.23%	111
2025 Q3	$428K	Buy	3,322 +106	+3%	+$15.2K	0.33%	96
2025 Q2	$554K	Sell	3,216 -124	-4%	-$22.5K	0.47%	74
2025 Q1	$738K	Sell	3,340 -70	-2%	-$15.3K	0.67%	44
2024 Q4	$700K	Buy	+3,410	New	+$696K	0.64%	47

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 $60.8B AUM 26.63% 1-Year Est. Return

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

Michels Family Financial's FISV Position: Q2 2026 in Review

Michels Family Financial sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 4,440 shares — an estimated $248K sold.

Michels Family Financial first reported a position in FISV in Q4 2024 and held it in 6 quarters. The position peaked at $738K in Q1 2025. 1,155 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Michels Family Financial reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
Michels Family Financial sold 4,440 Fiserv Inc shares in Q2 2026, an estimated $248K.
Michels Family Financial first reported a position in Fiserv Inc in Q4 2024 and held it in 6 quarters.
Michels Family Financial's Fiserv Inc position peaked at $738K in Q1 2025.
1,155 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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