Plato Investment Management’s Fiserv Inc FISV Stock Holding History

Plato Investment Management’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	–	Sell	-435	Closed	-$24.3K	–	527
2026 Q1	$24.3K	Sell	435 -5,735	-93%	-$355K	﹤0.01%	463
2025 Q4	$416K	Sell	6,170 -13,208	-68%	-$1.11M	0.03%	356
2025 Q3	$2.48M	Buy	19,378 +959	+5%	+$137K	0.17%	124
2025 Q2	$3.16M	Sell	18,419 -1,525	-8%	-$277K	0.24%	95
2025 Q1	$4.45M	Sell	19,944 -5,438	-21%	-$1.19M	0.38%	61
2024 Q4	$5.23M	Buy	25,382 +3,892	+18%	+$795K	0.38%	56
2024 Q3	$3.86M	Buy	21,490 +779	+4%	+$128K	0.31%	78
2024 Q2	$3.09M	Buy	20,711 +204	+1%	+$30.9K	0.29%	83
2024 Q1	$3.28M	Buy	20,507 +18,681	+1,023%	+$2.72M	0.34%	77
2023 Q4	$243K	Buy	+1,826	New	+$224K	0.3%	88

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Plato Investment Management's FISV Position: Q2 2026 in Review

Plato Investment Management sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 435 shares — an estimated $24.3K sold.

Plato Investment Management first reported a position in FISV in Q4 2023 and held it in 10 quarters. The position peaked at $5.23M in Q4 2024. 890 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Plato Investment Management reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
Plato Investment Management sold 435 Fiserv Inc shares in Q2 2026, an estimated $24.3K.
Plato Investment Management first reported a position in Fiserv Inc in Q4 2023 and held it in 10 quarters.
Plato Investment Management's Fiserv Inc position peaked at $5.23M in Q4 2024.
890 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.