MCFP
FISV icon

McCarley & Cook Financial Planners’s Fiserv Inc FISV Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$45 Hold
1
– – ﹤0.01% 274
2026
Q2 		$49 Sell
1
-15
-94% -$838 ﹤0.01% 261
2026
Q1 		$893 Sell
16
-34
-68% -$2.1K ﹤0.01% 244
2025
Q4 		$3.36K Buy
+50
New +$4.19K ﹤0.01% 201

Other funds holding FISV

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

McCarley & Cook Financial Planners's FISV Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Fiserv Inc (FISV) position steady in Q3 2026 at 1 share worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #274.

McCarley & Cook Financial Planners first reported a position in FISV in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.36K in Q4 2025. 255 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • McCarley & Cook Financial Planners held 1 share of Fiserv Inc worth $45 as of Q3 2026.
  • McCarley & Cook Financial Planners left its Fiserv Inc share count unchanged in Q3 2026.
  • Fiserv Inc made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #274 holding.
  • McCarley & Cook Financial Planners first reported a position in Fiserv Inc in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Fiserv Inc position peaked at $3.36K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.