RPGK
FISV

Retirement Planning Group (Kansas)’s Fiserv Inc FISV Stock Holding History

Retirement Planning Group (Kansas)’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
-1,018
Closed -$225K – 311
2025
Q1 		$225K Buy
+1,018
New +$223K 0.01% 279

Other funds holding FISV

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Retirement Planning Group (Kansas)'s FISV Position: Q2 2025 in Review

Retirement Planning Group (Kansas) sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,018 shares — an estimated $225K sold.

Retirement Planning Group (Kansas) first reported a position in FISV in Q1 2025 and held it in 1 quarter. The position peaked at $225K in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Retirement Planning Group (Kansas) reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 1,018 Fiserv Inc shares in Q2 2025, an estimated $225K.
  • Retirement Planning Group (Kansas) first reported a position in Fiserv Inc in Q1 2025 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s Fiserv Inc position peaked at $225K in Q1 2025.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2025, filed 30 Jul 2025.