SEC 13F Intelligence

Taylor Financial Group, Inc. / FISV

Taylor Financial Group, Inc.’s Fiserv Inc Position

Does Taylor Financial Group, Inc. own Fiserv Inc (FISV)? Yes — 30.5K shares worth $2M (+1.03% of its 13F portfolio) as of Q1 2026, up from 27.8K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
30.5K
% of Portfolio
+1.03%
Quarters Held
10
currently held

Position History FISV

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $5MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $5MQ2 ’25Q3 ’25: $4MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202630.5K$2M+1.03%
Q4 202527.8K$2M+1.10%
Q3 202529.6K$4M+2.20%
Q2 202527.9K$5M+3.00%
Q1 202527.7K$6M+4.26%
Q4 202428.2K$6M+4.02%
Q3 202428.2K$5M+3.51%
Q2 202428.2K$4M+3.23%
Q1 202428.3K$5M+3.45%
Q4 202328.5K$4M+3.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Taylor Financial Group, Inc.’s full portfolio or all institutional holders of FISV.