PWPS
FISV

Pinnacle Wealth Planning Services’s Fiserv Inc FISV Stock Holding History

Pinnacle Wealth Planning Services’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 		$28K Sell
572
-762
-57% -$42.6K ﹤0.01% 1625
2026
Q1 		$74.4K Buy
1,334
+583
+78% +$36.1K 0.01% 979
2025
Q4 		$50.4K Buy
+751
New +$62.9K 0.01% 1196
2025
Q3 		– Sell
-1,299
Closed -$224K – 490
2025
Q2 		$224K Sell
1,299
-202
-13% -$36.6K 0.03% 388
2025
Q1 		$331K Buy
1,501
+205
+16% +$44.9K 0.05% 235
2024
Q4 		$266K Sell
1,296
-1,220
-48% -$249K 0.04% 283
2024
Q3 		$452K Hold
2,516
– – 0.06% 206
2024
Q2 		$375K Hold
2,516
– – 0.05% 230
2024
Q1 		$402K Sell
2,516
-1
-0% -$146 0.06% 229
2023
Q4 		$334K Sell
2,517
-16
-0.6% -$1.96K 0.05% 244
2023
Q3 		$286K Hold
2,533
– – 0.05% 267
2023
Q2 		$320K Sell
2,533
-8
-0.3% -$942 0.05% 249
2023
Q1 		$287K Hold
2,541
– – 0.05% 281
2022
Q4 		$257K Buy
+2,541
New +$253K 0.05% 295
2021
Q4 		– Sell
-1,975
Closed -$214K – 438
2021
Q3 		$214K Buy
+1,975
New +$221K 0.05% 318
2021
Q1 		– Sell
-1,251
Closed -$142K – 916
2020
Q4 		$142K Buy
+1,251
New +$135K 0.03% 358
2020
Q2 		– Sell
-2,115
Closed -$200K – 279
2020
Q1 		$200K Buy
+2,115
New +$235K 0.1% 195

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

Pinnacle Wealth Planning Services's FISV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Fiserv Inc (FISV) stake by 57% in Q2 2026, selling an estimated $42.6K and leaving 572 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Pinnacle Wealth Planning Services first reported a position in FISV in Q1 2020 and has held it in 17 quarters since. The position peaked at $452K in Q3 2024. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Pinnacle Wealth Planning Services held 572 shares of Fiserv Inc worth $28K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 762 Fiserv Inc shares in Q2 2026, an estimated $42.6K.
  • Fiserv Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1625 holding.
  • Pinnacle Wealth Planning Services first reported a position in Fiserv Inc in Q1 2020 and has held it in 17 quarters since.
  • Pinnacle Wealth Planning Services's Fiserv Inc position peaked at $452K in Q3 2024.
  • 1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.