CJ
FISV

Caitlin John’s Fiserv Inc FISV Stock Holding History

Caitlin John’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 		$47.8K Sell
857
-148
-15% -$9.16K 0.03% 315
2025
Q4 		$67.5K Sell
1,005
-48
-5% -$4.02K 0.04% 269
2025
Q3 		$136K Buy
+1,053
New +$151K 0.09% 162
2025
Q2 		– Sell
-1,053
Closed -$233K – 147
2025
Q1 		$233K Hold
1,053
– – 0.23% 117
2024
Q4 		$216K Hold
1,053
– – 0.14% 126
2024
Q3 		$224K Buy
1,053
+827
+366% +$136K 0.14% 129
2024
Q2 		$33.7K Sell
226
-17
-7% -$2.57K 0.02% 297
2024
Q1 		$38.8K Hold
243
– – 0.03% 267
2023
Q4 		$32.3K Buy
+243
New +$29.8K 0.03% 271

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $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
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

Caitlin John's FISV Position: Q1 2026 in Review

Caitlin John reduced its Fiserv Inc (FISV) stake by 15% in Q1 2026, selling an estimated $9.16K and leaving 857 shares worth $47.8K. The position accounts for 0.03% of the portfolio, ranked #315.

Caitlin John first reported a position in FISV in Q4 2023 and has held it in 9 quarters since. The position peaked at $233K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Caitlin John held 857 shares of Fiserv Inc worth $47.8K as of Q1 2026.
  • Caitlin John sold 148 Fiserv Inc shares in Q1 2026, an estimated $9.16K.
  • Fiserv Inc made up 0.03% of Caitlin John's portfolio in Q1 2026, its #315 holding.
  • Caitlin John first reported a position in Fiserv Inc in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Fiserv Inc position peaked at $233K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.