PMFA
FISV

Plante Moran Financial Advisors’s Fiserv Inc FISV Stock Holding History

Plante Moran Financial Advisors’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 		$491 Buy
+10
New +$559 ﹤0.01% 1123
2026
Q1 		– Sell
-685
Closed -$46K – 777
2025
Q4 		$46K Sell
685
-65
-9% -$5.44K ﹤0.01% 338
2025
Q3 		$96.7K Hold
750
– – 0.01% 247
2025
Q2 		$129K Sell
750
-220
-23% -$39.9K 0.01% 202
2025
Q1 		$214K Buy
970
+155
+19% +$33.9K 0.02% 164
2024
Q4 		$167K Buy
815
+36
+5% +$7.35K 0.01% 191
2024
Q3 		$140K Buy
779
+479
+160% +$79K 0.01% 221
2024
Q2 		$44.7K Hold
300
– – ﹤0.01% 357
2024
Q1 		$47.9K Buy
300
+285
+1,900% +$41.5K 0.01% 348
2023
Q4 		$1.99K Buy
+15
New +$1.84K ﹤0.01% 723
2022
Q3 		– Sell
-150
Closed -$13K – 918
2022
Q2 		$13K Sell
150
-88
-37% -$8.54K ﹤0.01% 553
2022
Q1 		$24K Sell
238
-91
-28% -$9.21K ﹤0.01% 456
2021
Q4 		$34K Buy
329
+215
+189% +$22.2K 0.01% 435
2021
Q3 		$12K Hold
114
– – ﹤0.01% 658
2021
Q2 		$12K Sell
114
-16
-12% -$1.86K ﹤0.01% 649
2021
Q1 		$15K Buy
130
+16
+14% +$1.84K ﹤0.01% 575
2020
Q4 		$13K Sell
114
-1,600
-93% -$172K ﹤0.01% 591
2020
Q3 		$177K Hold
1,714
– – 0.06% 172
2020
Q2 		$167K Sell
1,714
-37
-2% -$3.73K 0.07% 151
2020
Q1 		$166K Buy
1,751
+1,522
+665% +$169K 0.08% 137
2019
Q4 		$26K Sell
229
-31
-12% -$3.42K 0.01% 417
2019
Q3 		$27K Buy
+260
New +$26.5K 0.01% 440
2018
Q4 		– Sell
-32
Closed -$3K – 911
2018
Q3 		$3K Buy
+32
New +$2.51K ﹤0.01% 645

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

Plante Moran Financial Advisors's FISV Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Fiserv Inc (FISV) in Q2 2026: 10 shares worth $491. The stake represents ﹤0.01% of the portfolio and ranks #1123 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in FISV as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in FISV in Q3 2018 and has held it in 23 quarters since. The position peaked at $214K in Q1 2025. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Plante Moran Financial Advisors held 10 shares of Fiserv Inc worth $491 as of Q2 2026.
  • Fiserv Inc was a new Plante Moran Financial Advisors position in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1123 holding.
  • Plante Moran Financial Advisors first reported a position in Fiserv Inc in Q3 2018 and has held it in 23 quarters since.
  • Plante Moran Financial Advisors's Fiserv Inc position peaked at $214K in Q1 2025.
  • 1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.