TFA
FISV

Toth Financial Advisory’s Fiserv Inc FISV Stock Holding History

Toth Financial Advisory’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
2022
Q2 		– Sell
-200
Closed -$20K – 721
2022
Q1 		$20K Hold
200
– – ﹤0.01% 386
2021
Q4 		$21K Buy
+200
New +$20.7K ﹤0.01% 396
2021
Q3 		– Sell
-300
Closed -$32K – 758
2021
Q2 		$32K Buy
300
+200
+200% +$23.3K ﹤0.01% 315
2021
Q1 		$12K Buy
+100
New +$11.5K ﹤0.01% 445

Other funds holding FISV

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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

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. 427 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.
  • 427 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.