AFG
FISV

Atomi Financial Group’s Fiserv Inc FISV Stock Holding History

Atomi Financial Group’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
Q1 		– Sell
-4,187
Closed -$281K – 1247
2025
Q4 		$281K Buy
4,187
+729
+21% +$61K 0.01% 971
2025
Q3 		$446K Buy
3,458
+208
+6% +$29.8K 0.01% 691
2025
Q2 		$560K Sell
3,250
-3,467
-52% -$629K 0.02% 540
2025
Q1 		$1.48M Buy
6,717
+1,371
+26% +$300K 0.07% 213
2024
Q4 		$1.1M Buy
5,346
+452
+9% +$92.3K 0.06% 249
2024
Q3 		$879K Buy
4,894
+753
+18% +$124K 0.05% 273
2024
Q2 		$617K Sell
4,141
-236
-5% -$35.7K 0.05% 329
2024
Q1 		$700K Buy
4,377
+573
+15% +$83.5K 0.06% 247
2023
Q4 		$505K Buy
+3,804
New +$467K 0.07% 267

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atomi Financial Group's FISV Position: Q1 2026 in Review

Atomi Financial Group sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 4,187 shares — an estimated $281K sold.

Atomi Financial Group first reported a position in FISV in Q4 2023 and held it in 9 quarters. The position peaked at $1.48M in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Atomi Financial Group reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 4,187 Fiserv Inc shares in Q1 2026, an estimated $281K.
  • Atomi Financial Group first reported a position in Fiserv Inc in Q4 2023 and held it in 9 quarters.
  • Atomi Financial Group's Fiserv Inc position peaked at $1.48M in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.