BFG
FISV

Brandywine Financial Group’s Fiserv Inc FISV Stock Holding History

Brandywine Financial Group’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
-75,106
Closed -$5.04M – 41
2025
Q4 		$5.04M Buy
+75,106
New +$6.29M 10.95% 4

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

Brandywine Financial Group's FISV Position: Q1 2026 in Review

Brandywine Financial Group sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 75,106 shares — an estimated $5.04M sold.

Brandywine Financial Group first reported a position in FISV in Q4 2025 and held it in 1 quarter. The position peaked at $5.04M in Q4 2025. 1,256 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Brandywine Financial Group reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Brandywine Financial Group sold 75,106 Fiserv Inc shares in Q1 2026, an estimated $5.04M.
  • Brandywine Financial Group first reported a position in Fiserv Inc in Q4 2025 and held it in 1 quarter.
  • Brandywine Financial Group's Fiserv Inc position peaked at $5.04M in Q4 2025.
  • 1,256 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Brandywine Financial Group's 13F filing for Q1 2026, filed 10 Jun 2026.