BC
FISV

Barnett & Company’s Fiserv Inc FISV Stock Holding History

Barnett & Company’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 		$318K Buy
5,700
+450
+9% +$27.8K 0.25% 68
2025
Q4 		$353K Buy
+5,250
New +$439K 0.28% 64
2020
Q2 		– Sell
-163
Closed -$15K – 318
2020
Q1 		$15K Sell
163
-10
-6% -$1.11K 0.01% 207
2019
Q4 		$20K Buy
173
+163
+1,630% +$18K 0.01% 244
2019
Q3 		$1K Buy
+10
New +$1.02K ﹤0.01% 370

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barnett & Company's FISV Position: Q1 2026 in Review

Barnett & Company increased its Fiserv Inc (FISV) stake by 8.6% in Q1 2026, buying an estimated $27.8K and bringing the position to 5,700 shares worth $318K. The position accounts for 0.25% of the portfolio, ranked #68.

Barnett & Company first reported a position in FISV in Q3 2019 and has held it in 5 quarters since. The position peaked at $353K in Q4 2025. 1,254 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Barnett & Company held 5,700 shares of Fiserv Inc worth $318K as of Q1 2026.
  • Barnett & Company bought 450 Fiserv Inc shares in Q1 2026, an estimated $27.8K.
  • Fiserv Inc made up 0.25% of Barnett & Company's portfolio in Q1 2026, its #68 holding.
  • Barnett & Company first reported a position in Fiserv Inc in Q3 2019 and has held it in 5 quarters since.
  • Barnett & Company's Fiserv Inc position peaked at $353K in Q4 2025.
  • 1,254 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Barnett & Company's 13F filing for Q1 2026, filed 30 Apr 2026.