BCM
FISV

Birch Capital Management’s Fiserv Inc FISV Stock Holding History

Birch Capital 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 		$1.31M Sell
26,791
-2,059
-7% -$115K 0.64% 37
2026
Q1 		$1.61M Buy
28,850
+7,773
+37% +$481K 0.84% 30
2025
Q4 		$1.42M Buy
21,077
+973
+5% +$81.5K 0.71% 31
2025
Q3 		$2.59M Sell
20,104
-492
-2% -$70.5K 1.32% 22
2025
Q2 		$3.55M Sell
20,596
-1,234
-6% -$224K 1.82% 21
2025
Q1 		$4.82M Sell
21,830
-261
-1% -$57.1K 2.51% 16
2024
Q4 		$4.54M Buy
22,091
+73
+0.3% +$14.9K 2.28% 17
2024
Q3 		$3.96M Buy
22,018
+585
+3% +$96.5K 1.93% 17
2024
Q2 		$3.19M Buy
21,433
+652
+3% +$98.7K 1.66% 19
2024
Q1 		$3.32M Buy
20,781
+462
+2% +$67.3K 1.73% 19
2023
Q4 		$2.7M Buy
20,319
+88
+0.4% +$10.8K 1.55% 22
2023
Q3 		$2.29M Buy
20,231
+295
+1% +$36.3K 1.45% 24
2023
Q2 		$2.51M Buy
19,936
+1,430
+8% +$168K 1.53% 23
2023
Q1 		$2.09M Buy
18,506
+83
+0.5% +$9.13K 1.35% 24
2022
Q4 		$1.86M Buy
18,423
+1,316
+8% +$131K 1.28% 26
2022
Q3 		$1.6M Buy
17,107
+402
+2% +$41K 1.21% 27
2022
Q2 		$1.49M Buy
16,705
+2,132
+15% +$207K 1.06% 30
2022
Q1 		$1.48M Buy
14,573
+365
+3% +$36.9K 0.91% 32
2021
Q4 		$1.48M Sell
14,208
-562
-4% -$58.1K 0.88% 31
2021
Q3 		$1.6M Sell
14,770
-235
-2% -$26.3K 1.09% 28
2021
Q2 		$1.6M Hold
15,005
– – 1.09% 30
2021
Q1 		$1.79M Buy
15,005
+648
+5% +$74.4K 1.31% 27
2020
Q4 		$1.64M Sell
14,357
-439
-3% -$47.3K 1.25% 27
2020
Q3 		$1.52M Sell
14,796
-62
-0.4% -$6.17K 1.33% 26
2020
Q2 		$1.45M Sell
14,858
-851
-5% -$85.7K 1.36% 27
2020
Q1 		$1.49M Hold
15,709
– – 1.72% 23
2019
Q4 		$1.82M Buy
+15,709
New +$1.73M 1.78% 22

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Birch Capital Management's FISV Position: Q2 2026 in Review

Birch Capital Management reduced its Fiserv Inc (FISV) stake by 7.1% in Q2 2026, selling an estimated $115K and leaving 26,791 shares worth $1.31M. The position accounts for 0.64% of the portfolio, ranked #37.

Birch Capital Management first reported a position in FISV in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.82M in Q1 2025. 922 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Birch Capital Management held 26,791 shares of Fiserv Inc worth $1.31M as of Q2 2026.
  • Birch Capital Management sold 2,059 Fiserv Inc shares in Q2 2026, an estimated $115K.
  • Fiserv Inc made up 0.64% of Birch Capital Management's portfolio in Q2 2026, its #37 holding.
  • Birch Capital Management first reported a position in Fiserv Inc in Q4 2019 and has held it in 27 quarters since.
  • Birch Capital Management's Fiserv Inc position peaked at $4.82M in Q1 2025.
  • 922 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.