CSPIA
FISV

Cary Street Partners Investment Advisory’s Fiserv Inc FISV Stock Holding History

Cary Street Partners Investment Advisory’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 		$23.3K Sell
476
-220
-32% -$12.3K ﹤0.01% 652
2026
Q1 		$38.8K Buy
696
+21
+3% +$1.3K 0.01% 568
2025
Q4 		$45.3K Sell
675
-1,695
-72% -$142K 0.01% 524
2025
Q3 		$306K Buy
2,370
+56
+2% +$8.03K 0.13% 177
2025
Q2 		$399K Buy
2,314
+70
+3% +$12.7K 0.19% 123
2025
Q1 		$496K Buy
2,244
+187
+9% +$40.9K 0.29% 92
2024
Q4 		$423K Sell
2,057
-44,859
-96% -$9.16M 0.28% 89
2024
Q3 		$8.43M Sell
46,916
-504
-1% -$83.1K 0.31% 87
2024
Q2 		$7.07M Buy
47,420
+39
+0.1% +$5.9K 0.29% 95
2024
Q1 		$7.57M Buy
47,381
+240
+0.5% +$35K 0.32% 86
2023
Q4 		$6.26M Sell
47,141
-140
-0.3% -$17.2K 0.3% 92
2023
Q3 		$5.34M Buy
47,281
+24,057
+104% +$2.96M 0.29% 97
2023
Q2 		$2.93M Sell
23,224
-1,388
-6% -$163K 0.19% 143
2023
Q1 		$2.78M Sell
24,612
-500
-2% -$55K 0.2% 135
2022
Q4 		$2.54M Sell
25,112
-1,031
-4% -$103K 0.19% 137
2022
Q3 		$2.45M Buy
26,143
+2,090
+9% +$213K 0.2% 125
2022
Q2 		$2.14M Buy
24,053
+9,763
+68% +$947K 0.18% 135
2022
Q1 		$1.45M Sell
14,290
-541
-4% -$54.8K 0.4% 70
2021
Q4 		$1.54M Buy
14,831
+3,627
+32% +$375K 0.43% 73
2021
Q3 		$1.22M Sell
11,204
-791
-7% -$88.4K 0.4% 75
2021
Q2 		$1.28M Buy
11,995
+8,795
+275% +$1.02M 0.41% 75
2021
Q1 		$381K Sell
3,200
-330
-9% -$37.9K 0.16% 145
2020
Q4 		$402K Sell
3,530
-5,122
-59% -$552K 0.08% 216
2020
Q3 		$892K Buy
+8,652
New +$862K 0.19% 136

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
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

Cary Street Partners Investment Advisory's FISV Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Fiserv Inc (FISV) stake by 32% in Q2 2026, selling an estimated $12.3K and leaving 476 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Cary Street Partners Investment Advisory first reported a position in FISV in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.43M in Q3 2024. 792 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Cary Street Partners Investment Advisory held 476 shares of Fiserv Inc worth $23.3K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 220 Fiserv Inc shares in Q2 2026, an estimated $12.3K.
  • Fiserv Inc made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #652 holding.
  • Cary Street Partners Investment Advisory first reported a position in Fiserv Inc in Q3 2020 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's Fiserv Inc position peaked at $8.43M in Q3 2024.
  • 792 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.