Bellevue Asset Management’s Fiserv Inc FISV Stock Holding History

Bellevue Asset 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 Q1	–	Sell	-1,540	Closed	-$103K	–	411
2025 Q4	$103K	Hold	1,540	–	–	0.03%	108
2025 Q3	$199K	Hold	1,540	–	–	0.09%	73
2025 Q2	$266K	Hold	1,540	–	–	0.13%	61
2025 Q1	$340K	Hold	1,540	–	–	0.19%	50
2024 Q4	$316K	Hold	1,540	–	–	0.16%	53
2024 Q3	$277K	Hold	1,540	–	–	0.14%	56
2024 Q2	$230K	Hold	1,540	–	–	0.13%	60
2024 Q1	$246K	Hold	1,540	–	–	0.14%	59
2023 Q4	$205K	Hold	1,540	–	–	0.18%	62
2023 Q3	$174K	Hold	1,540	–	–	0.12%	61
2023 Q2	$194K	Hold	1,540	–	–	0.12%	61
2023 Q1	$174K	Hold	1,540	–	–	0.12%	61
2022 Q4	$154K	Hold	1,540	–	–	0.12%	71
2022 Q3	$146K	Hold	1,540	–	–	0.11%	77
2022 Q2	$138K	Hold	1,540	–	–	0.1%	85
2022 Q1	$158K	Hold	1,540	–	–	0.1%	83
2021 Q4	$160K	Hold	1,540	–	–	0.09%	86
2021 Q3	$169K	Hold	1,540	–	–	0.1%	80
2021 Q2	$165K	Hold	1,540	–	–	0.1%	83
2021 Q1	$184K	Hold	1,540	–	–	0.11%	79
2020 Q4	$166K	Hold	1,540	–	–	0.1%	81
2020 Q3	$159K	Hold	1,540	–	–	0.11%	80
2020 Q2	$150K	Hold	1,540	–	–	0.15%	85
2020 Q1	$151K	Hold	1,540	–	–	0.16%	86
2019 Q4	$178K	Buy	+1,540	New	+$170K	0.14%	74

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bellevue Asset Management's FISV Position: Q1 2026 in Review

Bellevue Asset Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 1,540 shares — an estimated $103K sold.

Bellevue Asset Management first reported a position in FISV in Q4 2019 and held it in 25 quarters. The position peaked at $340K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Bellevue Asset Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
Bellevue Asset Management sold 1,540 Fiserv Inc shares in Q1 2026, an estimated $103K.
Bellevue Asset Management first reported a position in Fiserv Inc in Q4 2019 and held it in 25 quarters.
Bellevue Asset Management's Fiserv Inc position peaked at $340K in Q1 2025.
1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.