Toth Financial Advisory’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.7M | Sell |
55,123
-55,560
| -50% | -$3.11M | 0.26% | 94 |
|
|
2026
Q1 | $6.18M | Sell |
110,683
-30,652
| -22% | -$1.9M | 0.68% | 56 |
|
|
2025
Q4 | $9.49M | Buy |
141,335
+6,910
| +5% | +$578K | 1.03% | 30 |
|
|
2025
Q3 | $17.3M | Buy |
134,425
+3,561
| +3% | +$510K | 1.87% | 9 |
|
|
2025
Q2 | $22.6M | Buy |
130,864
+1,509
| +1% | +$274K | 2.63% | 2 |
|
|
2025
Q1 | $28.6M | Sell |
129,355
-4,540
| -3% | -$994K | 3.44% | 1 |
|
|
2024
Q4 | $27.5M | Sell |
133,895
-5,002
| -4% | -$1.02M | 3.24% | 1 |
|
|
2024
Q3 | $25M | Sell |
138,897
-1,260
| -0.9% | -$208K | 2.95% | 2 |
|
|
2024
Q2 | $20.9M | Sell |
140,157
-1,240
| -0.9% | -$188K | 2.66% | 3 |
|
|
2024
Q1 | $22.6M | Sell |
141,397
-1,095
| -0.8% | -$159K | 2.83% | 2 |
|
|
2023
Q4 | $18.9M | Buy |
142,492
+914
| +0.6% | +$112K | 2.57% | 2 |
|
|
2023
Q3 | $16M | Sell |
141,578
-4,453
| -3% | -$548K | 2.44% | 3 |
|
|
2023
Q2 | $18.4M | Buy |
146,031
+5,815
| +4% | +$685K | 2.66% | 3 |
|
|
2023
Q1 | $15.8M | Buy |
140,216
+673
| +0.5% | +$74K | 2.47% | 4 |
|
|
2022
Q4 | $14.1M | Buy |
139,543
+868
| +0.6% | +$86.4K | 2.29% | 3 |
|
|
2022
Q3 | $13M | Buy |
138,675
+4,858
| +4% | +$495K | 2.35% | 4 |
|
|
2022
Q2 | $11.9M | Buy |
133,817
+2,376
| +2% | +$230K | 2.07% | 5 |
|
|
2022
Q1 | $13.3M | Buy |
131,441
+5,666
| +5% | +$573K | 1.99% | 7 |
|
|
2021
Q4 | $13.1M | Sell |
125,775
-944
| -0.7% | -$97.6K | 1.78% | 10 |
|
|
2021
Q3 | $13.7M | Buy |
126,719
+2,423
| +2% | +$271K | 2.09% | 8 |
|
|
2021
Q2 | $13.3M | Sell |
124,296
-19
| -0% | -$2.21K | 2.03% | 9 |
|
|
2021
Q1 | $14.8M | Buy |
124,315
+2,258
| +2% | +$259K | 2.36% | 5 |
|
|
2020
Q4 | $13.9M | Sell |
122,057
-2,163
| -2% | -$233K | 2.38% | 7 |
|
|
2020
Q3 | $12.8M | Sell |
124,220
-218
| -0.2% | -$21.7K | 2.46% | 7 |
|
|
2020
Q2 | $12.1M | Sell |
124,438
-301
| -0.2% | -$30.3K | 2.63% | 5 |
|
|
2020
Q1 | $11.8M | Sell |
124,739
-2,456
| -2% | -$273K | 3.42% | 2 |
|
|
2019
Q4 | $14.7M | Sell |
127,195
-3,426
| -3% | -$378K | 2.98% | 1 |
|
|
2019
Q3 | $13.5M | Sell |
130,621
-6,865
| -5% | -$701K | 2.96% | 1 |
|
|
2019
Q2 | $12.5M | Buy |
137,486
+845
| +0.6% | +$74K | 2.8% | 3 |
|
|
2019
Q1 | $12.1M | Sell |
136,641
-1,388
| -1% | -$115K | 2.82% | 3 |
|
|
2018
Q4 | $10.1M | Sell |
138,029
-2,242
| -2% | -$173K | 2.77% | 2 |
|
|
2018
Q3 | $11.6M | Sell |
140,271
-4,045
| -3% | -$318K | 2.56% | 2 |
|
|
2018
Q2 | $10.7M | Buy |
144,316
+104
| +0.1% | +$7.55K | 2.51% | 3 |
|
|
2018
Q1 | $10.3M | Sell |
144,212
-5,506
| -4% | -$387K | 2.5% | 4 |
|
|
2017
Q4 | $9.82M | Sell |
149,718
-6,620
| -4% | -$427K | 2.33% | 4 |
|
|
2017
Q3 | $10.1M | Sell |
156,338
-6,490
| -4% | -$403K | 2.54% | 2 |
|
|
2017
Q2 | $9.96M | Sell |
162,828
-4,612
| -3% | -$279K | 2.6% | 2 |
|
|
2017
Q1 | $9.65M | Sell |
167,440
-2,076
| -1% | -$117K | 2.56% | 2 |
|
|
2016
Q4 | $9.01M | Sell |
169,516
-4,642
| -3% | -$238K | 2.59% | 3 |
|
|
2016
Q3 | $8.66M | Sell |
174,158
-4,590
| -3% | -$241K | 2.54% | 4 |
|
|
2016
Q2 | $9.72M | Sell |
178,748
-3,920
| -2% | -$202K | 2.96% | 1 |
|
|
2016
Q1 | $9.37M | Sell |
182,668
-5,828
| -3% | -$276K | 3.06% | 3 |
|
|
2015
Q4 | $8.62M | Sell |
188,496
-3,810
| -2% | -$179K | 2.85% | 4 |
|
|
2015
Q3 | $8.33M | Sell |
192,306
-2,862
| -1% | -$124K | 3.05% | 3 |
|
|
2015
Q2 | $8.08M | Sell |
195,168
-4,364
| -2% | -$175K | 2.7% | 3 |
|
|
2015
Q1 | $7.92M | Buy |
199,532
+4,096
| +2% | +$156K | 2.66% | 3 |
|
|
2014
Q4 | $6.93M | Buy |
195,436
+10,612
| +6% | +$363K | 2.4% | 5 |
|
|
2014
Q3 | $5.97M | Buy |
184,824
+3,686
| +2% | +$117K | 2.25% | 6 |
|
|
2014
Q2 | $5.46M | Buy |
181,138
+3,440
| +2% | +$102K | 2.08% | 11 |
|
|
2014
Q1 | $5.04M | Buy |
177,698
+3,480
| +2% | +$99.5K | 2.04% | 12 |
|
|
2013
Q4 | $5.14M | Buy |
174,218
+198
| +0.1% | +$5.34K | 2.18% | 11 |
|
|
2013
Q3 | $4.4M | Sell |
174,020
-680
| -0.4% | -$16.4K | 2.06% | 14 |
|
|
2013
Q2 | $3.82M | Buy |
+174,700
| New | +$3.83M | 1.88% | 19 |
|
Other funds holding FISV
CB
PAI
N
Toth Financial Advisory's FISV Position: Q2 2026 in Review
Toth Financial Advisory reduced its Fiserv Inc (FISV) stake by 50% in Q2 2026, selling an estimated $3.11M and leaving 55,123 shares worth $2.7M. The position accounts for 0.26% of the portfolio, ranked #94.
Toth Financial Advisory first reported a position in FISV in Q2 2013 and has held it in 53 quarters since. The position peaked at $28.6M in Q1 2025. 763 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- Toth Financial Advisory held 55,123 shares of Fiserv Inc worth $2.7M as of Q2 2026.
- Toth Financial Advisory sold 55,560 Fiserv Inc shares in Q2 2026, an estimated $3.11M.
- Fiserv Inc made up 0.26% of Toth Financial Advisory's portfolio in Q2 2026, its #94 holding.
- Toth Financial Advisory first reported a position in Fiserv Inc in Q2 2013 and has held it in 53 quarters since.
- Toth Financial Advisory's Fiserv Inc position peaked at $28.6M in Q1 2025.
- 763 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.