PSFG
FISV

Park Square Financial Group’s Fiserv Inc FISV Stock Holding History

Park Square Financial Group’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 		– Sell
-69
Closed -$14.2K – 270
2025
Q4 		$14.2K Buy
69
+36
+109% +$3.01K 0.08% 118
2025
Q3 		$4.26K Sell
33
-64
-66% -$9.17K 0.02% 205
2025
Q2 		$16.7K Sell
97
-13
-12% -$2.36K 0.01% 502
2025
Q1 		$24.3K Sell
110
-24
-18% -$5.25K 0.02% 394
2024
Q4 		$27.5K Buy
+134
New +$27.4K 0.02% 365

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 $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Park Square Financial Group's FISV Position: Q1 2026 in Review

Park Square Financial Group sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 69 shares — an estimated $14.2K sold.

Park Square Financial Group first reported a position in FISV in Q4 2024 and held it in 5 quarters. The position peaked at $27.5K in Q4 2024. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Park Square Financial Group reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Park Square Financial Group sold 69 Fiserv Inc shares in Q1 2026, an estimated $14.2K.
  • Park Square Financial Group first reported a position in Fiserv Inc in Q4 2024 and held it in 5 quarters.
  • Park Square Financial Group's Fiserv Inc position peaked at $27.5K in Q4 2024.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.