SFC
FISV

Strategic Financial Concepts’s Fiserv Inc FISV Stock Holding History

Strategic Financial Concepts’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
-4,485
Closed -$250K – 260
2026
Q1 		$250K Buy
+4,485
New +$278K 0.06% 244

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

Strategic Financial Concepts's FISV Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 4,485 shares — an estimated $250K sold.

Strategic Financial Concepts first reported a position in FISV in Q1 2026 and held it in 1 quarter. The position peaked at $250K in Q1 2026. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Strategic Financial Concepts reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 4,485 Fiserv Inc shares in Q2 2026, an estimated $250K.
  • Strategic Financial Concepts first reported a position in Fiserv Inc in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Concepts's Fiserv Inc position peaked at $250K in Q1 2026.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.