Cary Street Partners’s Fiserv Inc FISV Stock Holding History

Cary Street Partners’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	$298K	Sell	6,079 -182	-3%	-$10.2K	0.01%	810
2026 Q1	$349K	Sell	6,261 -6,520	-51%	-$403K	0.01%	680
2025 Q4	$858K	Sell	12,781 -16,854	-57%	-$1.41M	0.02%	475
2025 Q3	$3.82M	Sell	29,635 -6,617	-18%	-$948K	0.1%	212
2025 Q2	$6.25M	Sell	36,252 -2,490	-6%	-$452K	0.18%	138
2025 Q1	$8.56M	Sell	38,742 -1,658	-4%	-$363K	0.27%	92
2024 Q4	$8.3M	Buy	+40,400	New	+$8.25M	0.27%	92

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

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

Cary Street Partners reduced its Fiserv Inc (FISV) stake by 2.9% in Q2 2026, selling an estimated $10.2K and leaving 6,079 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #810.

Cary Street Partners first reported a position in FISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.56M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Cary Street Partners held 6,079 shares of Fiserv Inc worth $298K as of Q2 2026.
Cary Street Partners sold 182 Fiserv Inc shares in Q2 2026, an estimated $10.2K.
Fiserv Inc made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #810 holding.
Cary Street Partners first reported a position in Fiserv Inc in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Fiserv Inc position peaked at $8.56M in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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