RDFA
FISV

Ritter Daniher Financial Advisory’s Fiserv Inc FISV Stock Holding History

Ritter Daniher Financial Advisory’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 		$2.45K Buy
+50
New +$2.79K ﹤0.01% 546
2026
Q1 		– Sell
-559
Closed -$37.5K – 601
2025
Q4 		$37.5K Buy
+559
New +$46.8K 0.01% 295

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Ritter Daniher Financial Advisory's FISV Position: Q2 2026 in Review

Ritter Daniher Financial Advisory opened a new position in Fiserv Inc (FISV) in Q2 2026: 50 shares worth $2.45K. The stake represents ﹤0.01% of the portfolio and ranks #546 among its holdings. This is a return to the name: Ritter Daniher Financial Advisory previously reported a position in FISV as recently as Q4 2025.

Ritter Daniher Financial Advisory first reported a position in FISV in Q4 2025 and has held it in 2 quarters since. The position peaked at $37.5K in Q4 2025. 760 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Ritter Daniher Financial Advisory held 50 shares of Fiserv Inc worth $2.45K as of Q2 2026.
  • Fiserv Inc was a new Ritter Daniher Financial Advisory position in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #546 holding.
  • Ritter Daniher Financial Advisory first reported a position in Fiserv Inc in Q4 2025 and has held it in 2 quarters since.
  • Ritter Daniher Financial Advisory's Fiserv Inc position peaked at $37.5K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.