PJC
FISV

Phillip James Consulting’s Fiserv Inc FISV Stock Holding History

Phillip James Consulting’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 		$8.93K Hold
182
– – 0.01% 163
2026
Q1 		$10K Hold
182
– – 0.01% 181
2025
Q4 		$12K Buy
+182
New +$15.2K 0.21% 54

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Phillip James Consulting's FISV Position: Q2 2026 in Review

Phillip James Consulting held its Fiserv Inc (FISV) position steady in Q2 2026 at 182 shares worth $8.93K. The position accounts for 0.01% of the portfolio, ranked #163.

Phillip James Consulting first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $12K in Q4 2025. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Phillip James Consulting held 182 shares of Fiserv Inc worth $8.93K as of Q2 2026.
  • Phillip James Consulting left its Fiserv Inc share count unchanged in Q2 2026.
  • Fiserv Inc made up 0.01% of Phillip James Consulting's portfolio in Q2 2026, its #163 holding.
  • Phillip James Consulting first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • Phillip James Consulting's Fiserv Inc position peaked at $12K in Q4 2025.
  • 1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.