Taylor Financial Group’s Fiserv Inc FISV Stock Holding History

Taylor Financial 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	$1.5M	Hold	30,490	–	–	0.82%	31
2026 Q1	$1.7M	Buy	30,490 +2,644	+9%	+$164K	1.03%	23
2025 Q4	$1.87M	Sell	27,846 -1,752	-6%	-$147K	1.1%	22
2025 Q3	$3.82M	Buy	29,598 +1,735	+6%	+$249K	2.2%	10
2025 Q2	$4.8M	Buy	27,863 +115	+0.4%	+$20.9K	3%	3
2025 Q1	$6.13M	Sell	27,748 -494	-2%	-$108K	4.26%	3
2024 Q4	$5.8M	Hold	28,242	–	–	4.02%	3
2024 Q3	$5.07M	Hold	28,242	–	–	3.51%	3
2024 Q2	$4.21M	Sell	28,242 -100	-0.4%	-$15.1K	3.23%	3
2024 Q1	$4.53M	Sell	28,342 -193	-0.7%	-$28.1K	3.45%	3
2023 Q4	$3.79M	Buy	+28,535	New	+$3.5M	3.12%	3

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Taylor Financial Group's FISV Position: Q2 2026 in Review

Taylor Financial Group held its Fiserv Inc (FISV) position steady in Q2 2026 at 30,490 shares worth $1.5M. The position accounts for 0.82% of the portfolio, ranked #31.

Taylor Financial Group first reported a position in FISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.13M in Q1 2025. 922 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Taylor Financial Group held 30,490 shares of Fiserv Inc worth $1.5M as of Q2 2026.
Taylor Financial Group left its Fiserv Inc share count unchanged in Q2 2026.
Fiserv Inc made up 0.82% of Taylor Financial Group's portfolio in Q2 2026, its #31 holding.
Taylor Financial Group first reported a position in Fiserv Inc in Q4 2023 and has held it in 11 quarters since.
Taylor Financial Group's Fiserv Inc position peaked at $6.13M in Q1 2025.
922 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.