PSI
FISV

Planning Strategies Inc.’s Fiserv Inc FISV Stock Holding History

Planning Strategies Inc.’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 		$4.37K Buy
+89
New +$4.97K ﹤0.01% 434

Other funds holding FISV

PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Planning Strategies Inc.'s FISV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Fiserv Inc (FISV) in Q2 2026: 89 shares worth $4.37K. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings.

402 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Planning Strategies Inc. held 89 shares of Fiserv Inc worth $4.37K as of Q2 2026.
  • Fiserv Inc was a new Planning Strategies Inc. position in Q2 2026.
  • Fiserv Inc made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #434 holding.
  • 402 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.