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
Q1 		$226K Hold
4,050
– – 0.09% 154
2025
Q4 		$272K Buy
+4,050
New +$339K 0.1% 144

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

Carnegie Lake Advisors's FISV Position: Q1 2026 in Review

Carnegie Lake Advisors held its Fiserv Inc (FISV) position steady in Q1 2026 at 4,050 shares worth $226K. The position accounts for 0.09% of the portfolio, ranked #154.

Carnegie Lake Advisors first reported a position in FISV in Q4 2025 and has held it in 2 quarters since. The position peaked at $272K in Q4 2025. 1,253 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Carnegie Lake Advisors held 4,050 shares of Fiserv Inc worth $226K as of Q1 2026.
  • Carnegie Lake Advisors left its Fiserv Inc share count unchanged in Q1 2026.
  • Fiserv Inc made up 0.09% of Carnegie Lake Advisors's portfolio in Q1 2026, its #154 holding.
  • Carnegie Lake Advisors first reported a position in Fiserv Inc in Q4 2025 and has held it in 2 quarters since.
  • Carnegie Lake Advisors's Fiserv Inc position peaked at $272K in Q4 2025.
  • 1,253 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Carnegie Lake Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.