Personal CFO Solutions’s Fiserv Inc FISV Stock Holding History

Personal CFO Solutions’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	$359K	Buy	7,312 +1,363	+23%	+$76.2K	0.05%	342
2026 Q1	$332K	Buy	5,949 +993	+20%	+$61.4K	0.05%	342
2025 Q4	$333K	Buy	4,956 +1,632	+49%	+$137K	0.05%	331
2025 Q3	$429K	Buy	3,324 +2,107	+173%	+$302K	0.08%	253
2025 Q2	$210K	Sell	1,217 -112	-8%	-$20.3K	0.04%	457
2025 Q1	$293K	Buy	1,329 +154	+13%	+$33.7K	0.06%	321
2024 Q4	$241K	Buy	+1,175	New	+$240K	0.05%	388
2023 Q2	–	Sell	-2,427	Closed	-$274K	–	484
2023 Q1	$274K	Sell	2,427 -3	-0.1%	-$330	0.06%	337
2022 Q4	$246K	Buy	+2,430	New	+$242K	0.05%	361
2020 Q1	–	Sell	-2,240	Closed	-$259K	–	313
2019 Q4	$259K	Sell	2,240 -52	-2%	-$5.74K	0.07%	250
2019 Q3	$238K	Buy	+2,292	New	+$234K	0.09%	244

Other funds holding FISV

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Personal CFO Solutions's FISV Position: Q2 2026 in Review

Personal CFO Solutions increased its Fiserv Inc (FISV) stake by 23% in Q2 2026, buying an estimated $76.2K and bringing the position to 7,312 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #342.

Personal CFO Solutions first reported a position in FISV in Q3 2019 and has held it in 11 quarters since. The position peaked at $429K in Q3 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Personal CFO Solutions held 7,312 shares of Fiserv Inc worth $359K as of Q2 2026.
Personal CFO Solutions bought 1,363 Fiserv Inc shares in Q2 2026, an estimated $76.2K.
Fiserv Inc made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #342 holding.
Personal CFO Solutions first reported a position in Fiserv Inc in Q3 2019 and has held it in 11 quarters since.
Personal CFO Solutions's Fiserv Inc position peaked at $429K in Q3 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.