Fiserv, Inc.
DE ˙ XTRA ˙ US3377381088
46,90 € ↓ -3,50 (-6,94%)
2026-06-03
AKTIENPREIS
SecurityDE:FIV / Fiserv, Inc.
InstitutionPersonal Cfo Solutions, Llc
Latest Disclosed Ownership5,949 shares
Latest Disclosed Value $ 331,954
Personal Cfo Solutions, Llc reports 20.04% increase in ownership of FIV / Fiserv, Inc.

On April 30, 2026 - Personal Cfo Solutions, Llc filed a 13F-HR form disclosing ownership of 5,949 shares of Fiserv, Inc. (DE:FIV) valued at $283,529 USD as of March 31, 2026. The current value of the position is $279,008 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F FISERV COM 337738108 5,949 993 20.04 332 -0.30 0.0466
2026-01-22 2025-12-31 13F FISERV COM 337738108 4,956 1,632 49.10 333 -22.43 0.0529
2025-11-10 2025-09-30 13F FISERV COM 337738108 3,324 2,107 173.13 429 104.78 0.0752
2025-08-12 2025-06-30 13F FISERV COM 337738108 1,217 -112 -8.43 210 -28.67 0.0388
2025-04-30 2025-03-31 13F FISERV COM 337738108 1,329 154 13.11 293 21.58 0.0596
2025-02-07 2024-12-31 13F FISERV COM 337738108 1,175 1,175 241 0.0475
2023-08-10 2023-06-30 13F FISERV COM 337738108 0 -2,427 -100.00 0 -100.00
2023-05-09 2023-03-31 13F FISERV COM 337738108 2,427 -3 -0.12 274 11.84 0.0566
2023-02-14 2022-12-31 13F FISERV COM 337738108 2,430 2,430 246 0.0520
2020-04-30 2020-03-31 13F FISERV COM 337738108 0 -2,240 -100.00 0 -100.00
2020-02-13 2019-12-31 13F FISERV COM 337738108 2,240 -52 -2.27 259 8.82 0.0742
2019-11-13 2019-09-30 13F FISERV COM 337738108 2,292 2,292 238 0.0948
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.