Plancorp LLC’s Fiserv Inc FISV Stock Holding History

Plancorp LLC’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
2025 Q2	–	Sell	-1,851	Closed	-$409K	–	380
2025 Q1	$409K	Buy	+1,851	New	+$405K	0.02%	237

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Plancorp LLC's FISV Position: Q2 2025 in Review

Plancorp LLC sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,851 shares — an estimated $409K sold.

Plancorp LLC first reported a position in FISV in Q1 2025 and held it in 1 quarter. The position peaked at $409K in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

Plancorp LLC reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
Plancorp LLC sold 1,851 Fiserv Inc shares in Q2 2025, an estimated $409K.
Plancorp LLC first reported a position in Fiserv Inc in Q1 2025 and held it in 1 quarter.
Plancorp LLC's Fiserv Inc position peaked at $409K in Q1 2025.
1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Plancorp LLC's 13F filing for Q2 2025, filed 16 Jul 2025.