SNB
FISV

Security National Bank’s Fiserv Inc FISV Stock Holding History

Security National Bank’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 		– Sell
-600
Closed -$33.5K – 411
2026
Q1 		$33.5K Sell
600
-600
-50% -$37.1K ﹤0.01% 264
2025
Q4 		$80.6K Hold
1,200
– – 0.01% 197
2025
Q3 		$155K Hold
1,200
– – 0.02% 155
2025
Q2 		$207K Hold
1,200
– – 0.04% 122
2025
Q1 		$265K Hold
1,200
– – 0.05% 109
2024
Q4 		$247K Hold
1,200
– – 0.04% 106
2024
Q3 		$216K Hold
1,200
– – 0.03% 111
2024
Q2 		$179K Hold
1,200
– – 0.03% 111
2024
Q1 		$192K Hold
1,200
– – 0.03% 107
2023
Q4 		$159K Buy
+1,200
New +$147K 0.04% 117

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
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

Security National Bank's FISV Position: Q2 2026 in Review

Security National Bank sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 600 shares — an estimated $33.5K sold.

Security National Bank first reported a position in FISV in Q4 2023 and held it in 10 quarters. The position peaked at $265K in Q1 2025. 792 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Security National Bank reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Security National Bank sold 600 Fiserv Inc shares in Q2 2026, an estimated $33.5K.
  • Security National Bank first reported a position in Fiserv Inc in Q4 2023 and held it in 10 quarters.
  • Security National Bank's Fiserv Inc position peaked at $265K in Q1 2025.
  • 792 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.