Richard W. Paul & Associates’s Fiserv Inc FISV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$982K Buy
20,028
+422
+2% +$23.6K 0.3% 90
2026
Q1
$1.09M Sell
19,606
-155
-0.8% -$9.59K 0.37% 79
2025
Q4
$1.33M Buy
19,761
+19,741
+98,705% +$1.65M 0.44% 61
2025
Q3
$2.58K Sell
20
-14
-41% -$2.01K ﹤0.01% 272
2025
Q2
$5.86K Buy
34
+2
+6% +$363 ﹤0.01% 263
2025
Q1
$7.07K Sell
32
-3
-9% -$657 ﹤0.01% 251
2024
Q4
$7.19K Sell
35
-1,373
-98% -$280K ﹤0.01% 331
2024
Q3
$253K Sell
1,408
-310
-18% -$51.1K 0.09% 159
2024
Q2
$256K Sell
1,718
-90
-5% -$13.6K 0.1% 155
2024
Q1
$289K Sell
1,808
-728
-29% -$106K 0.12% 153
2023
Q4
$337K Sell
2,536
-80
-3% -$9.82K 0.14% 141
2023
Q3
$296K Sell
2,616
-101
-4% -$12.4K 0.14% 138
2023
Q2
$343K Sell
2,717
-33
-1% -$3.88K 0.15% 143
2023
Q1
$311K Sell
2,750
-409
-13% -$45K 0.14% 147
2022
Q4
$319K Buy
+3,159
New +$315K 0.16% 140

Other funds holding FISV

Richard W. Paul & Associates's FISV Position: Q2 2026 in Review

Richard W. Paul & Associates increased its Fiserv Inc (FISV) stake by 2.2% in Q2 2026, buying an estimated $23.6K and bringing the position to 20,028 shares worth $982K. The position accounts for 0.3% of the portfolio, ranked #90.

Richard W. Paul & Associates first reported a position in FISV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.33M in Q4 2025. 802 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Richard W. Paul & Associates held 20,028 shares of Fiserv Inc worth $982K as of Q2 2026.
  • Richard W. Paul & Associates bought 422 Fiserv Inc shares in Q2 2026, an estimated $23.6K.
  • Fiserv Inc made up 0.3% of Richard W. Paul & Associates's portfolio in Q2 2026, its #90 holding.
  • Richard W. Paul & Associates first reported a position in Fiserv Inc in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's Fiserv Inc position peaked at $1.33M in Q4 2025.
  • 802 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.