Cerity Partners
FISV

Cerity Partners’s Fiserv Inc FISV Stock Holding History

Cerity 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
Q1 		$13M Buy
232,241
+44,725
+24% +$2.77M 0.02% 593
2025
Q4 		$12.6M Sell
187,516
-305,549
-62% -$25.6M 0.02% 554
2025
Q3 		$63.6M Sell
493,065
-14,282
-3% -$2.05M 0.1% 177
2025
Q2 		$87.5M Buy
507,347
+30,778
+6% +$5.58M 0.16% 139
2025
Q1 		$105M Buy
476,569
+69,977
+17% +$15.3M 0.21% 99
2024
Q4 		$82.9M Sell
406,592
-2,760
-0.7% -$563K 0.18% 119
2024
Q3 		$73.5M Buy
409,352
+41,540
+11% +$6.85M 0.16% 138
2024
Q2 		$54.8M Buy
367,812
+13,833
+4% +$2.09M 0.14% 147
2024
Q1 		$56.4M Sell
353,979
-1,155,569
-77% -$168M 0.15% 144
2023
Q4 		$38.2M Buy
1,509,548
+1,239,372
+459% +$152M 0.13% 160
2023
Q3 		$30.5M Buy
270,176
+12,374
+5% +$1.52M 0.15% 150
2023
Q2 		$32.5M Sell
257,802
-38,736
-13% -$4.56M 0.13% 160
2023
Q1 		$34.9M Buy
296,538
+24,942
+9% +$2.74M 0.08% 167
2022
Q4 		$27.5M Buy
271,596
+156,379
+136% +$15.6M 0.18% 130
2022
Q3 		$10.8M Buy
115,217
+6,537
+6% +$666K 0.13% 148
2022
Q2 		$9.67M Buy
108,680
+95,189
+706% +$9.23M 0.11% 168
2022
Q1 		$1.37M Sell
13,491
-4,684
-26% -$474K 0.02% 390
2021
Q4 		$1.89M Buy
18,175
+4,137
+29% +$428K 0.03% 330
2021
Q3 		$1.52M Sell
14,038
-2,226
-14% -$249K 0.03% 302
2021
Q2 		$1.74M Sell
16,264
-547
-3% -$63.6K 0.04% 285
2021
Q1 		$2M Buy
16,811
+1,206
+8% +$138K 0.05% 253
2020
Q4 		$1.78M Buy
15,605
+166
+1% +$17.9K 0.06% 231
2020
Q3 		$1.59M Sell
15,439
-1,171
-7% -$117K 0.07% 196
2020
Q2 		$1.62M Sell
16,610
-652
-4% -$65.7K 0.09% 149
2020
Q1 		$1.64M Sell
17,262
-376
-2% -$41.8K 0.1% 148
2019
Q4 		$2.04M Buy
17,638
+3,225
+22% +$356K 0.1% 159
2019
Q3 		$1.49M Sell
14,413
-168
-1% -$17.2K 0.09% 199
2019
Q2 		$1.33M Sell
14,581
-927
-6% -$81.2K 0.08% 199
2019
Q1 		$1.37M Sell
15,508
-12,243
-44% -$1.01M 0.09% 201
2018
Q4 		$2.04M Sell
27,751
-139
-0.5% -$10.7K 0.14% 157
2018
Q3 		$2.3M Sell
27,890
-1,134
-4% -$89K 0.16% 142
2018
Q2 		$2.15M Sell
29,024
-2,419
-8% -$176K 0.16% 144
2018
Q1 		$2.24M Sell
31,443
-3,641
-10% -$256K 0.17% 142
2017
Q4 		$2.3M Sell
35,084
-1,592
-4% -$103K 0.15% 141
2017
Q3 		$2.37M Buy
36,676
+26,732
+269% +$1.66M 0.17% 137
2017
Q2 		$498K Sell
9,944
-31,968
-76% -$1.93M 0.04% 231
2017
Q1 		$2.42M Sell
41,912
-1,098
-3% -$61.6K 0.2% 101
2016
Q4 		$2.29M Buy
+43,010
New +$2.21M 3.15% 6

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cerity Partners's FISV Position: Q1 2026 in Review

Cerity Partners increased its Fiserv Inc (FISV) stake by 24% in Q1 2026, buying an estimated $2.77M and bringing the position to 232,241 shares worth $13M. The position accounts for 0.02% of the portfolio, ranked #593.

Cerity Partners first reported a position in FISV in Q4 2016 and has held it in 38 quarters since. The position peaked at $105M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Cerity Partners held 232,241 shares of Fiserv Inc worth $13M as of Q1 2026.
  • Cerity Partners bought 44,725 Fiserv Inc shares in Q1 2026, an estimated $2.77M.
  • Fiserv Inc made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #593 holding.
  • Cerity Partners first reported a position in Fiserv Inc in Q4 2016 and has held it in 38 quarters since.
  • Cerity Partners's Fiserv Inc position peaked at $105M in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.