FISERV INC · CUSIP 337738108 · CIK 1894830
As of 2026-06-30, Corus Family Wealth Advisors reported 276.68K FISV (shares), valued at $13.57M, or 9.34% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares decreased 0.01%; reported value decreased 12.10%, and weight changed -3.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 9.34% | 276,675 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 12.57% | 276,691 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 14.94% | 278,692 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 26.43% | 278,759 | SEC filing ↗Filed Nov 18, 2025 |
| Q2 2025 | 33.99% | 278,743 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 42.18% | 278,770 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 43.52% | 314,565 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 46.56% | 364,289 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 53.33% | 391,767 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 53.33% | 391,767 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 53.80% | 447,393 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 52.05% | 452,058 | SEC filing ↗Filed Nov 16, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 52.05% | 452,058 | $51.06M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 16, 2023 |
| Q4 2023 | 53.80% | 447,393 | $59.43M | Shares decreased 1.03%; reported value increased 16.39%, and weight changed +1.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 53.33% | 391,767 | $62.61M | Shares decreased 12.43%; reported value increased 5.35%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 53.33% | 391,767 | $62.61M | Shares unchanged; reported value increased 0.00%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | 46.56% | 364,289 | $65.44M | Shares decreased 7.01%; reported value increased 4.52%, and weight changed -6.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 43.52% | 314,565 | $64.62M | Shares decreased 13.65%; reported value decreased 1.26%, and weight changed -3.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 42.18% | 278,770 | $61.56M | Shares decreased 11.38%; reported value decreased 4.73%, and weight changed -1.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 33.99% | 278,743 | $48.06M | Shares decreased 0.01%; reported value decreased 21.93%, and weight changed -8.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 26.43% | 278,759 | $35.94M | Shares increased 0.01%; reported value decreased 25.21%, and weight changed -7.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 18, 2025 |
| Q4 2025 | 14.94% | 278,692 | $18.72M | Shares decreased 0.02%; reported value decreased 47.91%, and weight changed -11.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 12.57% | 276,691 | $15.44M | Shares decreased 0.72%; reported value decreased 17.52%, and weight changed -2.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 9.34% | 276,675 | $13.57M | Shares decreased 0.01%; reported value decreased 12.10%, and weight changed -3.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.