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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Toth Financial Advisory's FISV Position: Q3 2026 in Review

Toth Financial Advisory reduced its Fiserv Inc (FISV) stake by 45% in Q3 2026, selling an estimated $1.27M and leaving 30,233 shares worth $1.37M. The position accounts for 0.14% of the portfolio, ranked #123.

Toth Financial Advisory first reported a position in FISV in Q2 2013 and has held it in 54 quarters since. The position peaked at $28.6M in Q1 2025. 48 funds tracked by Wall St. Rank hold FISV as of Q3 2026.

  • Toth Financial Advisory held 30,233 shares of Fiserv Inc worth $1.37M as of Q3 2026.
  • Toth Financial Advisory sold 24,890 Fiserv Inc shares in Q3 2026, an estimated $1.27M.
  • Fiserv Inc made up 0.14% of Toth Financial Advisory's portfolio in Q3 2026, its #123 holding.
  • Toth Financial Advisory first reported a position in Fiserv Inc in Q2 2013 and has held it in 54 quarters since.
  • Toth Financial Advisory's Fiserv Inc position peaked at $28.6M in Q1 2025.
  • 48 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.