CPCM
FISV

Cardinal Point Capital Management’s Fiserv Inc FISV Stock Holding History

Cardinal Point 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
Q1 		– Sell
-6,802
Closed -$457K – 295
2025
Q4 		$457K Sell
6,802
-2,605
-28% -$218K 0.03% 164
2025
Q3 		$1.21M Buy
9,407
+800
+9% +$115K 0.08% 103
2025
Q2 		$1.48M Buy
8,607
+7,352
+586% +$1.33M 0.12% 84
2025
Q1 		$277K Hold
1,255
– – 0.03% 156
2024
Q4 		$258K Buy
+1,255
New +$256K 0.04% 73

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cardinal Point Capital Management's FISV Position: Q1 2026 in Review

Cardinal Point Capital Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 6,802 shares — an estimated $457K sold.

Cardinal Point Capital Management first reported a position in FISV in Q4 2024 and held it in 5 quarters. The position peaked at $1.48M in Q2 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Cardinal Point Capital Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Cardinal Point Capital Management sold 6,802 Fiserv Inc shares in Q1 2026, an estimated $457K.
  • Cardinal Point Capital Management first reported a position in Fiserv Inc in Q4 2024 and held it in 5 quarters.
  • Cardinal Point Capital Management's Fiserv Inc position peaked at $1.48M in Q2 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Cardinal Point Capital Management's 13F filing for Q1 2026, filed 20 Apr 2026.