Caldwell Sutter Capital’s Fiserv Inc FISV Stock Holding History

Caldwell Sutter Capital’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	$491	Hold	10	–	–	﹤0.01%	891
2026 Q1	$558	Buy	+10	New	+$619	﹤0.01%	845
2025 Q4	–	Sell	-10	Closed	-$1.29K	–	890
2025 Q3	$1.29K	Hold	10	–	–	﹤0.01%	780
2025 Q2	$1.72K	Hold	10	–	–	﹤0.01%	733
2025 Q1	$2.21K	Hold	10	–	–	﹤0.01%	721
2024 Q4	$2.05K	Hold	10	–	–	﹤0.01%	742
2024 Q3	$1.8K	Hold	10	–	–	﹤0.01%	769
2024 Q2	$1.49K	Hold	10	–	–	﹤0.01%	790
2024 Q1	$1.6K	Hold	10	–	–	﹤0.01%	784
2023 Q4	$1.33K	Hold	10	–	–	﹤0.01%	799
2023 Q3	$1.13K	Hold	10	–	–	﹤0.01%	785
2023 Q2	$1.26K	Hold	10	–	–	﹤0.01%	773
2023 Q1	$1.13K	Buy	+10	New	+$1.1K	﹤0.01%	518

Other funds holding FISV

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Caldwell Sutter Capital's FISV Position: Q2 2026 in Review

Caldwell Sutter Capital held its Fiserv Inc (FISV) position steady in Q2 2026 at 10 shares worth $491. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Caldwell Sutter Capital first reported a position in FISV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.21K in Q1 2025. 761 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Caldwell Sutter Capital held 10 shares of Fiserv Inc worth $491 as of Q2 2026.
Caldwell Sutter Capital left its Fiserv Inc share count unchanged in Q2 2026.
Fiserv Inc made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #891 holding.
Caldwell Sutter Capital first reported a position in Fiserv Inc in Q1 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Fiserv Inc position peaked at $2.21K in Q1 2025.
761 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.