CM
FISV

Cercano Management’s Fiserv Inc FISV Stock Holding History

Cercano Management’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 		– Sell
-4,367
Closed -$293K – 150
2025
Q4 		$293K Buy
+4,367
New +$366K 0.01% 122
2025
Q2 		– Sell
-1,000
Closed -$221K – 162
2025
Q1 		$221K Hold
1,000
– – 0.01% 137
2024
Q4 		$205K Buy
+1,000
New +$204K 0.01% 173

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

Cercano Management's FISV Position: Q1 2026 in Review

Cercano Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 4,367 shares — an estimated $293K sold.

Cercano Management first reported a position in FISV in Q4 2024 and held it in 3 quarters. The position peaked at $293K in Q4 2025. 1,253 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Cercano Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Cercano Management sold 4,367 Fiserv Inc shares in Q1 2026, an estimated $293K.
  • Cercano Management first reported a position in Fiserv Inc in Q4 2024 and held it in 3 quarters.
  • Cercano Management's Fiserv Inc position peaked at $293K in Q4 2025.
  • 1,253 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.