BFIM
FISV

Beese Fulmer Investment Management’s Fiserv Inc FISV Stock Holding History

Beese Fulmer Investment Management’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 		– Sell
-3,676
Closed -$205K – 442
2026
Q1 		$205K Buy
+3,676
New +$227K 0.01% 412
2020
Q3 		– Sell
-349
Closed -$34K – 317
2020
Q2 		$34K Buy
+349
New +$35.1K 0.01% 361

Other funds holding FISV

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Beese Fulmer Investment Management's FISV Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 3,676 shares — an estimated $205K sold.

Beese Fulmer Investment Management first reported a position in FISV in Q2 2020 and held it in 2 quarters. The position peaked at $205K in Q1 2026. 406 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 3,676 Fiserv Inc shares in Q2 2026, an estimated $205K.
  • Beese Fulmer Investment Management first reported a position in Fiserv Inc in Q2 2020 and held it in 2 quarters.
  • Beese Fulmer Investment Management's Fiserv Inc position peaked at $205K in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.