PFS
FISV

Prospera Financial Services’s Fiserv Inc FISV Stock Holding History

Prospera Financial 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
Q1 		– Sell
-3,935
Closed -$264K – 1448
2025
Q4 		$264K Sell
3,935
-3,378
-46% -$283K ﹤0.01% 1191
2025
Q3 		$943K Sell
7,313
-3,303
-31% -$473K 0.02% 699
2025
Q2 		$1.83M Buy
10,616
+2,404
+29% +$436K 0.03% 488
2025
Q1 		$1.81M Buy
8,212
+440
+6% +$96.3K 0.04% 410
2024
Q4 		$1.6M Buy
7,772
+6,134
+374% +$1.25M 0.04% 417
2024
Q3 		$294K Sell
1,638
-4
-0.2% -$660 0.01% 929
2024
Q2 		$245K Buy
1,642
+37
+2% +$5.6K 0.01% 995
2024
Q1 		$257K Buy
+1,605
New +$234K 0.01% 956
2022
Q3 		– Sell
-1,159
Closed -$103K – 1090
2022
Q2 		$103K Sell
1,159
-373
-24% -$36.2K 0.01% 892
2022
Q1 		$155K Buy
+1,532
New +$155K 0.01% 960
2020
Q4 		– Sell
-207
Closed -$21K – 962
2020
Q3 		$21K Buy
+207
New +$20.6K 0.01% 884
2020
Q1 		– Sell
-33,680
Closed -$3.89M – 553
2019
Q4 		$3.89M Buy
+33,680
New +$3.72M 0.3% 69

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prospera Financial Services's FISV Position: Q1 2026 in Review

Prospera Financial Services sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 3,935 shares — an estimated $264K sold.

Prospera Financial Services first reported a position in FISV in Q4 2019 and held it in 12 quarters. The position peaked at $3.89M in Q4 2019. 1,255 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Prospera Financial Services reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Prospera Financial Services sold 3,935 Fiserv Inc shares in Q1 2026, an estimated $264K.
  • Prospera Financial Services first reported a position in Fiserv Inc in Q4 2019 and held it in 12 quarters.
  • Prospera Financial Services's Fiserv Inc position peaked at $3.89M in Q4 2019.
  • 1,255 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.