CIA
FISV

Cascade Investment Advisors’s Fiserv Inc FISV Stock Holding History

Cascade Investment 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 		$1.47M Buy
30,059
+4,145
+16% +$232K 0.8% 62
2026
Q1 		$1.45M Buy
25,914
+5,004
+24% +$310K 0.86% 52
2025
Q4 		$1.4M Buy
+20,910
New +$1.75M 0.83% 60

Other funds holding FISV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
TPCM
Two Point Capital Management Pittsford, New York $248M AUM 25.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cascade Investment Advisors's FISV Position: Q2 2026 in Review

Cascade Investment Advisors increased its Fiserv Inc (FISV) stake by 16% in Q2 2026, buying an estimated $232K and bringing the position to 30,059 shares worth $1.47M. The position accounts for 0.8% of the portfolio, ranked #62.

Cascade Investment Advisors first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. 312 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Cascade Investment Advisors held 30,059 shares of Fiserv Inc worth $1.47M as of Q2 2026.
  • Cascade Investment Advisors bought 4,145 Fiserv Inc shares in Q2 2026, an estimated $232K.
  • Fiserv Inc made up 0.8% of Cascade Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • Cascade Investment Advisors first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • 312 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.