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Creative Planning FISV Position History
Fiserv, Inc. • Financial Services
Quarters held
15
Latest value
$8.7M
Q3 2026
Peak value
$30.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.6M |
| Q3 2025 | $258K |
| Q3 2025 | $30.3M |
| Q4 2025 | $7.4M |
| Q4 2025 | $14.7M |
| Q4 2025 | $86K |
| Q1 2026 | $209K |
| Q1 2026 | $20.1M |
| Q1 2026 | $7.4M |
| Q2 2026 | $152K |
| Q2 2026 | $15.1M |
| Q2 2026 | $8.3M |
| Q3 2026 | $87K |
| Q3 2026 | $19.5M |
| Q3 2026 | $8.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.7M | 108.0K | — | — |
| Q3 2026 | $19.5M | 432.5K | — | — |
| Q3 2026 | $87K | 1.9K | — | — |
| Q2 2026 | $8.3M | 106.9K | — | — |
| Q2 2026 | $15.1M | 308.7K | — | — |
| Q2 2026 | $152K | 3.1K | — | — |
| Q1 2026 | $7.4M | 106.6K | — | — |
| Q1 2026 | $20.1M | 360.2K | — | — |
| Q1 2026 | $209K | 3.7K | — | — |
| Q4 2025 | $86K | 10.0K | — | — |
| Q4 2025 | $14.7M | 219.1K | — | — |
| Q4 2025 | $7.4M | 102.5K | — | — |
| Q3 2025 | $30.3M | 235.2K | — | — |
| Q3 2025 | $258K | 2.0K | — | — |
| Q3 2025 | $7.6M | 109.7K | — | — |
Other funds holding FISV
$10.5B
$8.2B
$6.8B
$6.6B
$5.9B
$5.6B
$5.5B
$5.5B