MFF
FISV

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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Michels Family Financial's FISV Position: Q1 2026 in Review

Michels Family Financial reduced its Fiserv Inc (FISV) stake by 3.9% in Q1 2026, selling an estimated $11.2K and leaving 4,440 shares worth $248K. The position accounts for 0.18% of the portfolio, ranked #123.

Michels Family Financial first reported a position in FISV in Q4 2024 and has held it in 6 quarters since. The position peaked at $738K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Michels Family Financial held 4,440 shares of Fiserv Inc worth $248K as of Q1 2026.
  • Michels Family Financial sold 181 Fiserv Inc shares in Q1 2026, an estimated $11.2K.
  • Fiserv Inc made up 0.18% of Michels Family Financial's portfolio in Q1 2026, its #123 holding.
  • Michels Family Financial first reported a position in Fiserv Inc in Q4 2024 and has held it in 6 quarters since.
  • Michels Family Financial's Fiserv Inc position peaked at $738K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.