SSG
FISV

Summit Securities Group’s Fiserv Inc FISV Stock Holding History

Summit Securities Group’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 		$6.08K Buy
124
+36
+41% +$2.01K ﹤0.01% 936
2026
Q1 		$4.91K Sell
88
-711
-89% -$44K ﹤0.01% 800
2025
Q4 		$53.7K Sell
799
-137
-15% -$11.5K 0.01% 601
2025
Q3 		$121K Buy
936
+563
+151% +$80.7K 0.02% 352
2025
Q2 		$64.3K Buy
373
+368
+7,360% +$66.7K 0.01% 453
2025
Q1 		$1.1K Buy
5
+3
+150% +$657 ﹤0.01% 696
2024
Q4 		$411 Buy
+2
New +$408 ﹤0.01% 558
2023
Q3 		– Sell
-806
Closed -$102K – 727
2023
Q2 		$102K Buy
806
+766
+1,915% +$90.2K 0.01% 289
2023
Q1 		$5K Buy
+40
New +$4.4K ﹤0.01% 708
2022
Q4 		– Sell
-2,447
Closed -$229K – 1223
2022
Q3 		$229K Buy
+2,447
New +$249K 0.02% 399
2022
Q2 		– Sell
-2,925
Closed -$297K – 1037
2022
Q1 		$297K Buy
+2,925
New +$296K 0.03% 307
2017
Q3 		– Sell
-31,218
Closed -$1.91M – 243
2017
Q2 		$1.91M Buy
31,218
+9,762
+45% +$590K 0.34% 29
2017
Q1 		$1.24M Sell
21,456
-6,508
-23% -$365K 0.36% 57
2016
Q4 		$1.49M Buy
+27,964
New +$1.44M 0.32% 64
2016
Q3 		– Sell
-18,504
Closed -$1.01M – 197
2016
Q2 		$1.01M Sell
18,504
-41,934
-69% -$2.16M 0.54% 41
2016
Q1 		$3.1M Buy
+60,438
New +$2.87M 2.17% 9

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

Summit Securities Group's FISV Position: Q2 2026 in Review

Summit Securities Group increased its Fiserv Inc (FISV) stake by 41% in Q2 2026, buying an estimated $2.01K and bringing the position to 124 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Summit Securities Group first reported a position in FISV in Q1 2016 and has held it in 16 quarters since. The position peaked at $3.1M in Q1 2016. 764 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Summit Securities Group held 124 shares of Fiserv Inc worth $6.08K as of Q2 2026.
  • Summit Securities Group bought 36 Fiserv Inc shares in Q2 2026, an estimated $2.01K.
  • Fiserv Inc made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #936 holding.
  • Summit Securities Group first reported a position in Fiserv Inc in Q1 2016 and has held it in 16 quarters since.
  • Summit Securities Group's Fiserv Inc position peaked at $3.1M in Q1 2016.
  • 764 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.