TFC Financial Management’s Fiserv Inc FISV Stock Holding History

TFC Financial Management’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	$687	Sell	14 -1	-7%	-$56	﹤0.01%	695
2026 Q1	$837	Sell	15 -31	-67%	-$1.92K	﹤0.01%	633
2025 Q4	$3.09K	Buy	46 +22	+92%	+$1.84K	﹤0.01%	483
2025 Q3	$3.1K	Sell	24 -1	-4%	-$143	﹤0.01%	506
2025 Q2	$4.31K	Hold	25	–	–	﹤0.01%	431
2025 Q1	$5.52K	Hold	25	–	–	﹤0.01%	398
2024 Q4	$5.14K	Hold	25	–	–	﹤0.01%	409
2024 Q3	$4.49K	Hold	25	–	–	﹤0.01%	430
2024 Q2	$3.73K	Hold	25	–	–	﹤0.01%	418
2024 Q1	$4K	Buy	25 +3	+14%	+$437	﹤0.01%	406
2023 Q4	$2.92K	Sell	22 -4	-15%	-$491	﹤0.01%	419
2023 Q3	$2.94K	Hold	26	–	–	﹤0.01%	428
2023 Q2	$3.28K	Buy	26 +3	+13%	+$353	﹤0.01%	404
2023 Q1	$2.6K	Buy	23 +9	+64%	+$990	﹤0.01%	441
2022 Q4	$1.42K	Hold	14	–	–	﹤0.01%	427
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	471
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	464
2022 Q1	$1K	Sell	14 -37	-73%	-$3.75K	﹤0.01%	478
2021 Q4	$5K	Hold	51	–	–	﹤0.01%	389
2021 Q3	$6K	Hold	51	–	–	﹤0.01%	369
2021 Q2	$5K	Hold	51	–	–	﹤0.01%	369
2021 Q1	$6K	Hold	51	–	–	﹤0.01%	341
2020 Q4	$6K	Hold	51	–	–	﹤0.01%	343
2020 Q3	$5K	Buy	+51	New	+$5.08K	﹤0.01%	335

Other funds holding FISV

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

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

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

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

TFC Financial Management's FISV Position: Q2 2026 in Review

TFC Financial Management reduced its Fiserv Inc (FISV) stake by 6.7% in Q2 2026, selling an estimated $56 and leaving 14 shares worth $687. The position accounts for ﹤0.01% of the portfolio, ranked #695.

TFC Financial Management first reported a position in FISV in Q3 2020 and has held it in 24 quarters since. The position peaked at $6K in Q3 2021. 775 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

TFC Financial Management held 14 shares of Fiserv Inc worth $687 as of Q2 2026.
TFC Financial Management sold 1 Fiserv Inc share in Q2 2026, an estimated $56.
Fiserv Inc made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #695 holding.
TFC Financial Management first reported a position in Fiserv Inc in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Fiserv Inc position peaked at $6K in Q3 2021.
775 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.