CLA
FISV

Carnegie Lake Advisors’s Fiserv Inc FISV Stock Holding History

Carnegie Lake Advisors’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 		– Sell
-4,050
Closed -$226K – 173
2026
Q1 		$226K Hold
4,050
– – 0.09% 154
2025
Q4 		$272K Buy
+4,050
New +$339K 0.1% 144

Other funds holding FISV

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Vanguard Capital Management
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State Street
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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Carnegie Lake Advisors's FISV Position: Q2 2026 in Review

Carnegie Lake Advisors sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 4,050 shares — an estimated $226K sold.

Carnegie Lake Advisors first reported a position in FISV in Q4 2025 and held it in 2 quarters. The position peaked at $272K in Q4 2025. 1,149 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Carnegie Lake Advisors reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Carnegie Lake Advisors sold 4,050 Fiserv Inc shares in Q2 2026, an estimated $226K.
  • Carnegie Lake Advisors first reported a position in Fiserv Inc in Q4 2025 and held it in 2 quarters.
  • Carnegie Lake Advisors's Fiserv Inc position peaked at $272K in Q4 2025.
  • 1,149 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.