BR
FISV

Barry Rosenstein’s Fiserv Inc FISV Stock Holding History

Barry Rosenstein’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
Q2 		$180M Sell
3,662,080
-773,525
-17% -$43.2M 9.44% 5
2026
Q1 		$248M Buy
4,435,605
+2,190,085
+98% +$136M 14.84% 3
2025
Q4 		$151M Buy
+2,245,520
New +$188M 7.85% 6

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Barry Rosenstein's FISV Position: Q2 2026 in Review

Barry Rosenstein reduced its Fiserv Inc (FISV) stake by 17% in Q2 2026, selling an estimated $43.2M and leaving 3,662,080 shares worth $180M. The position accounts for 9.44% of the portfolio, ranked #5.

Barry Rosenstein first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $248M in Q1 2026. 1,143 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Barry Rosenstein held 3,662,080 shares of Fiserv Inc worth $180M as of Q2 2026.
  • Barry Rosenstein sold 773,525 Fiserv Inc shares in Q2 2026, an estimated $43.2M.
  • Fiserv Inc made up 9.44% of Barry Rosenstein's portfolio in Q2 2026, its #5 holding.
  • Barry Rosenstein first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • Barry Rosenstein's Fiserv Inc position peaked at $248M in Q1 2026.
  • 1,143 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on JANA Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.