RPCONE
FISV

Retirement Planning Company of New England’s Fiserv Inc FISV Stock Holding History

Retirement Planning Company of New England’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 		$1.46M Buy
29,702
+15,014
+102% +$839K 0.52% 47
2026
Q1 		$820K Buy
14,688
+6,938
+90% +$429K 0.33% 91
2025
Q4 		$521K Buy
7,750
+4,310
+125% +$361K 0.21% 125
2025
Q3 		$444K Buy
3,440
+30
+0.9% +$4.3K 0.18% 146
2025
Q2 		$588K Sell
3,410
-5
-0.1% -$907 0.26% 109
2025
Q1 		$754K Sell
3,415
-5
-0.1% -$1.09K 0.38% 80
2024
Q4 		$703K Hold
3,420
– – 0.34% 84
2024
Q3 		$614K Hold
3,420
– – 0.31% 100
2024
Q2 		$510K Sell
3,420
-550
-14% -$83.3K 0.28% 101
2024
Q1 		$634K Sell
3,970
-105
-3% -$15.3K 0.35% 91
2023
Q4 		$541K Sell
4,075
-225
-5% -$27.6K 0.24% 111
2023
Q3 		$486K Sell
4,300
-325
-7% -$40K 0.27% 103
2023
Q2 		$583K Sell
4,625
-530
-10% -$62.4K 0.34% 96
2023
Q1 		$583K Sell
5,155
-257
-5% -$28.3K 0.35% 97
2022
Q4 		$547K Buy
5,412
+60
+1% +$5.98K 0.36% 99
2022
Q3 		$500K Sell
5,352
-540
-9% -$55K 0.36% 93
2022
Q2 		$524K Sell
5,892
-868
-13% -$84.2K 0.36% 94
2022
Q1 		$685K Buy
6,760
+1,680
+33% +$170K 0.39% 80
2021
Q4 		$527K Buy
+5,080
New +$525K 0.26% 112

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Retirement Planning Company of New England's FISV Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Fiserv Inc (FISV) stake by 102% in Q2 2026, buying an estimated $839K and bringing the position to 29,702 shares worth $1.46M. The position accounts for 0.52% of the portfolio, ranked #47.

Retirement Planning Company of New England first reported a position in FISV in Q4 2021 and has held it in 19 quarters since. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Retirement Planning Company of New England held 29,702 shares of Fiserv Inc worth $1.46M as of Q2 2026.
  • Retirement Planning Company of New England bought 15,014 Fiserv Inc shares in Q2 2026, an estimated $839K.
  • Fiserv Inc made up 0.52% of Retirement Planning Company of New England's portfolio in Q2 2026, its #47 holding.
  • Retirement Planning Company of New England first reported a position in Fiserv Inc in Q4 2021 and has held it in 19 quarters since.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.